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Stratos Wealth Advisors’s KKR & Co KKR Stock Holding History

Stratos Wealth Advisors’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 		$209K Sell
2,254
-341
-13% -$35.9K 0.01% 574
2025
Q4 		$331K Sell
2,595
-15
-0.6% -$1.87K 0.02% 511
2025
Q3 		$339K Buy
2,610
+10
+0.4% +$1.42K 0.02% 527
2025
Q2 		$346K Buy
2,600
+5
+0.2% +$585 0.02% 515
2025
Q1 		$300K Sell
2,595
-292
-10% -$40.2K 0.02% 553
2024
Q4 		$427K Sell
2,887
-2,392
-45% -$351K 0.02% 512
2024
Q3 		$689K Buy
5,279
+6
+0.1% +$710 0.03% 425
2024
Q2 		$555K Sell
5,273
-951
-15% -$96.8K 0.03% 445
2024
Q1 		$626K Sell
6,224
-1,334
-18% -$123K 0.04% 417
2023
Q4 		$626K Buy
7,558
+10
+0.1% +$677 0.04% 421
2023
Q3 		$465K Buy
+7,548
New +$458K 0.03% 439
2022
Q3 		– Sell
-5,017
Closed -$232K – 517
2022
Q2 		$232K Buy
5,017
+5
+0.1% +$262 0.02% 464
2022
Q1 		$293K Sell
5,012
-165
-3% -$10.4K 0.02% 450
2021
Q4 		$386K Buy
5,177
+3
+0.1% +$221 0.03% 424
2021
Q3 		$315K Buy
+5,174
New +$325K 0.03% 420

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stratos Wealth Advisors's KKR Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its KKR & Co (KKR) stake by 13% in Q1 2026, selling an estimated $35.9K and leaving 2,254 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #574.

Stratos Wealth Advisors first reported a position in KKR in Q3 2021 and has held it in 15 quarters since. The position peaked at $689K in Q3 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Stratos Wealth Advisors held 2,254 shares of KKR & Co worth $209K as of Q1 2026.
  • Stratos Wealth Advisors sold 341 KKR & Co shares in Q1 2026, an estimated $35.9K.
  • KKR & Co made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #574 holding.
  • Stratos Wealth Advisors first reported a position in KKR & Co in Q3 2021 and has held it in 15 quarters since.
  • Stratos Wealth Advisors's KKR & Co position peaked at $689K in Q3 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.