Steward Partners Investment Advisory’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.49M | Sell |
37,997
-7,795
| -17% | -$756K | 0.02% | 695 |
|
|
2026
Q1 | $4.24M | Sell |
45,792
-4,626
| -9% | -$488K | 0.02% | 568 |
|
|
2025
Q4 | $6.43M | Buy |
50,418
+1,046
| +2% | +$130K | 0.04% | 408 |
|
|
2025
Q3 | $6.42M | Buy |
49,372
+3,457
| +8% | +$491K | 0.04% | 409 |
|
|
2025
Q2 | $6.11M | Buy |
45,915
+418
| +0.9% | +$48.9K | 0.05% | 374 |
|
|
2025
Q1 | $5.26M | Buy |
45,497
+6,955
| +18% | +$957K | 0.05% | 386 |
|
|
2024
Q4 | $5.7M | Buy |
38,542
+3,471
| +10% | +$509K | 0.05% | 342 |
|
|
2024
Q3 | $4.58M | Buy |
35,071
+4,808
| +16% | +$569K | 0.04% | 386 |
|
|
2024
Q2 | $3.18M | Sell |
30,263
-416
| -1% | -$42.4K | 0.03% | 457 |
|
|
2024
Q1 | $3.09M | Buy |
30,679
+2,385
| +8% | +$219K | 0.03% | 446 |
|
|
2023
Q4 | $2.34M | Buy |
28,294
+160
| +0.6% | +$10.8K | 0.03% | 461 |
|
|
2023
Q3 | $1.73M | Buy |
28,134
+1,520
| +6% | +$92.3K | 0.03% | 509 |
|
|
2023
Q2 | $1.49M | Sell |
26,614
-484
| -2% | -$25.4K | 0.02% | 559 |
|
|
2023
Q1 | $1.42M | Sell |
27,098
-381
| -1% | -$20.4K | 0.02% | 566 |
|
|
2022
Q4 | $1.28M | Sell |
27,479
-1,234
| -4% | -$60.1K | 0.02% | 590 |
|
|
2022
Q3 | $1.24M | Sell |
28,713
-2,758
| -9% | -$139K | 0.02% | 556 |
|
|
2022
Q2 | $1.46M | Buy |
31,471
+169
| +0.5% | +$8.87K | 0.03% | 529 |
|
|
2022
Q1 | $1.83M | Buy |
31,302
+2,228
| +8% | +$140K | 0.03% | 502 |
|
|
2021
Q4 | $2.17M | Buy |
29,074
+521
| +2% | +$38.4K | 0.03% | 475 |
|
|
2021
Q3 | $1.74M | Buy |
28,553
+102
| +0.4% | +$6.41K | 0.03% | 492 |
|
|
2021
Q2 | $1.69M | Sell |
28,451
-9,038
| -24% | -$502K | 0.03% | 496 |
|
|
2021
Q1 | $1.83M | Buy |
37,489
+14,073
| +60% | +$630K | 0.03% | 460 |
|
|
2020
Q4 | $948K | Buy |
23,416
+1,796
| +8% | +$67.9K | 0.02% | 577 |
|
|
2020
Q3 | $742K | Buy |
21,620
+1,198
| +6% | +$41.9K | 0.02% | 567 |
|
|
2020
Q2 | $631K | Buy |
20,422
+21
| +0.1% | +$564 | 0.02% | 565 |
|
|
2020
Q1 | $478K | Sell |
20,401
-3,281
| -14% | -$94.2K | 0.02% | 566 |
|
|
2019
Q4 | $690K | Buy |
23,682
+1,203
| +5% | +$34.3K | 0.02% | 547 |
|
|
2019
Q3 | $603K | Buy |
22,479
+1,989
| +10% | +$52.5K | 0.02% | 536 |
|
|
2019
Q2 | $517K | Buy |
20,490
+759
| +4% | +$18.2K | 0.02% | 553 |
|
|
2019
Q1 | $463K | Buy |
19,731
+1,441
| +8% | +$32.8K | 0.02% | 537 |
|
|
2018
Q4 | $359K | Sell |
18,290
-1,105
| -6% | -$25.3K | 0.02% | 567 |
|
|
2018
Q3 | $529K | Sell |
19,395
-3,304
| -15% | -$88.3K | 0.03% | 487 |
|
|
2018
Q2 | $564K | Sell |
22,699
-1,098
| -5% | -$24.4K | 0.03% | 439 |
|
|
2018
Q1 | $483K | Buy |
+23,797
| New | +$529K | 0.03% | 432 |
|
Other funds holding KKR
Steward Partners Investment Advisory's KKR Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its KKR & Co (KKR) stake by 17% in Q2 2026, selling an estimated $756K and leaving 37,997 shares worth $3.49M. The position accounts for 0.02% of the portfolio, ranked #695.
Steward Partners Investment Advisory first reported a position in KKR in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.43M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Steward Partners Investment Advisory held 37,997 shares of KKR & Co worth $3.49M as of Q2 2026.
- Steward Partners Investment Advisory sold 7,795 KKR & Co shares in Q2 2026, an estimated $756K.
- KKR & Co made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #695 holding.
- Steward Partners Investment Advisory first reported a position in KKR & Co in Q1 2018 and has held it in 34 quarters since.
- Steward Partners Investment Advisory's KKR & Co position peaked at $6.43M in Q4 2025.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.