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Sterling Investment Advisors (Pennsylvania)’s KKR & Co KKR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		$6.24M Buy
67,986
+5,494
+9% +$533K 1.04% 26
2026
Q1 		$5.78M Buy
62,492
+5,986
+11% +$631K 1.05% 28
2025
Q4 		$7.2M Sell
56,506
-335
-0.6% -$41.7K 1.33% 20
2025
Q3 		$7.39M Sell
56,841
-1,242
-2% -$176K 1.44% 20
2025
Q2 		$7.73M Buy
58,083
+2,471
+4% +$289K 1.69% 15
2025
Q1 		$6.43M Sell
55,612
-3,331
-6% -$458K 1.54% 18
2024
Q4 		$8.72M Sell
58,943
-4,320
-7% -$634K 2.11% 9
2024
Q3 		$8.26M Sell
63,263
-4,023
-6% -$476K 2.09% 12
2024
Q2 		$7.08M Sell
67,286
-2,742
-4% -$279K 1.91% 14
2024
Q1 		$7.04M Sell
70,028
-5,267
-7% -$484K 1.98% 15
2023
Q4 		$6.24M Sell
75,295
-884
-1% -$59.9K 1.94% 15
2023
Q3 		$4.69M Sell
76,179
-2,947
-4% -$179K 1.64% 16
2023
Q2 		$4.43M Buy
79,126
+52
+0.1% +$2.72K 1.47% 17
2023
Q1 		$4.15M Buy
79,074
+230
+0.3% +$12.3K 1.4% 19
2022
Q4 		$3.66M Buy
78,844
+304
+0.4% +$14.8K 1.31% 22
2022
Q3 		$3.38M Buy
78,540
+947
+1% +$47.9K 1.26% 24
2022
Q2 		$3.59M Buy
77,593
+1,153
+2% +$60.5K 1.24% 23
2022
Q1 		$4.47M Sell
76,440
-2,184
-3% -$137K 1.27% 18
2021
Q4 		$5.86M Sell
78,624
-1,368
-2% -$101K 1.65% 12
2021
Q3 		$4.87M Sell
79,992
-2,887
-3% -$181K 1.45% 18
2021
Q2 		$4.91M Sell
82,879
-796
-1% -$44.2K 1.44% 18
2021
Q1 		$4.09M Buy
83,675
+2,666
+3% +$119K 1.32% 19
2020
Q4 		$3.28M Buy
81,009
+3,853
+5% +$146K 1.11% 21
2020
Q3 		$2.65M Buy
77,156
+455
+0.6% +$15.9K 1.02% 22
2020
Q2 		$2.37M Buy
76,701
+1,853
+2% +$49.8K 0.98% 27
2020
Q1 		$1.76M Buy
74,848
+2,908
+4% +$83.5K 0.93% 28
2019
Q4 		$2.1M Buy
71,940
+4,058
+6% +$116K 0.96% 26
2019
Q3 		$1.82M Buy
67,882
+2,710
+4% +$71.5K 0.93% 33
2019
Q2 		$1.65M Buy
65,172
+711
+1% +$17K 0.84% 41
2019
Q1 		$1.51M Buy
64,461
+18,761
+41% +$427K 0.77% 46
2018
Q4 		$897K Buy
45,700
+17,900
+64% +$409K 0.53% 57
2018
Q3 		$758K Buy
27,800
+2,400
+9% +$64.1K 0.4% 66
2018
Q2 		$631K Buy
25,400
+7,500
+42% +$167K 0.37% 71
2018
Q1 		$363K Buy
17,900
+12,200
+214% +$271K 0.22% 82
2017
Q4 		$120K Buy
5,700
+4,700
+470% +$94.4K 0.07% 130
2017
Q3 		$20K Hold
1,000
– – 0.01% 256
2017
Q2 		$19K Buy
+1,000
New +$18.3K 0.01% 261

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KKR Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its KKR & Co (KKR) stake by 8.8% in Q2 2026, buying an estimated $533K and bringing the position to 67,986 shares worth $6.24M. The position accounts for 1.04% of the portfolio, ranked #26.

Sterling Investment Advisors (Pennsylvania) first reported a position in KKR in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.72M in Q4 2024. 557 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 67,986 shares of KKR & Co worth $6.24M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 5,494 KKR & Co shares in Q2 2026, an estimated $533K.
  • KKR & Co made up 1.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #26 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in KKR & Co in Q2 2017 and has held it in 37 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s KKR & Co position peaked at $8.72M in Q4 2024.
  • 557 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.