Stelac Advisory Services’s KKR & Co KKR Stock Holding History

Stelac Advisory Services’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Sell	1,423 -40	-3%	-$4.22K	0.03%	146
2025 Q4	$187K	Sell	1,463 -132	-8%	-$16.4K	0.07%	85
2025 Q3	$207K	Hold	1,595	–	–	0.07%	81
2025 Q2	$212K	Buy	+1,595	New	+$187K	0.08%	79
2025 Q1	–	Sell	-801	Closed	-$118K	–	113
2024 Q4	$118K	Hold	801	–	–	0.05%	97
2024 Q3	$105K	Sell	801 -575	-42%	-$68K	0.04%	105
2024 Q2	$145K	Hold	1,376	–	–	0.06%	90
2024 Q1	$138K	Buy	+1,376	New	+$127K	0.07%	87
2022 Q2	–	Sell	-2,750	Closed	-$161K	–	180
2022 Q1	$161K	Hold	2,750	–	–	0.06%	129
2021 Q4	$205K	Sell	2,750 -10,175	-79%	-$751K	0.06%	142
2021 Q3	$787K	Sell	12,925 -21,774	-63%	-$1.37M	0.21%	72
2021 Q2	$2.06M	Sell	34,699 -127	-0.4%	-$7.05K	0.47%	42
2021 Q1	$1.7M	Sell	34,826 -769	-2%	-$34.4K	0.63%	34
2020 Q4	$1.44M	Buy	35,595 +814	+2%	+$30.8K	0.37%	50
2020 Q3	$1.19M	Buy	34,781 +5,833	+20%	+$204K	0.41%	44
2020 Q2	$894K	Buy	28,948 +7,866	+37%	+$211K	0.35%	46
2020 Q1	$495K	Buy	21,082 +6,853	+48%	+$197K	0.24%	51
2019 Q4	$415K	Buy	14,229 +541	+4%	+$15.4K	0.3%	42
2019 Q3	$368K	Buy	13,688 +588	+4%	+$15.5K	0.26%	43
2019 Q2	$331K	Buy	13,100 +3,902	+42%	+$93.4K	0.25%	45
2019 Q1	$181K	Hold	9,198	–	–	0.09%	61
2018 Q4	$181K	Hold	9,198	–	–	0.09%	57
2018 Q3	$251K	Buy	9,198 +2,037	+28%	+$54.4K	0.07%	65
2018 Q2	$178K	Buy	7,161 +890	+14%	+$19.8K	0.05%	90
2018 Q1	$127K	Hold	6,271	–	–	0.04%	106
2017 Q4	$132K	Buy	6,271 +416	+7%	+$8.36K	0.06%	55
2017 Q3	$119K	Buy	+5,855	New	+$111K	0.04%	74

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stelac Advisory Services's KKR Position: Q1 2026 in Review

Stelac Advisory Services reduced its KKR & Co (KKR) stake by 2.7% in Q1 2026, selling an estimated $4.22K and leaving 1,423 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #146.

Stelac Advisory Services first reported a position in KKR in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.06M in Q2 2021. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Stelac Advisory Services held 1,423 shares of KKR & Co worth $132K as of Q1 2026.
Stelac Advisory Services sold 40 KKR & Co shares in Q1 2026, an estimated $4.22K.
KKR & Co made up 0.03% of Stelac Advisory Services's portfolio in Q1 2026, its #146 holding.
Stelac Advisory Services first reported a position in KKR & Co in Q3 2017 and has held it in 27 quarters since.
Stelac Advisory Services's KKR & Co position peaked at $2.06M in Q2 2021.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.