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

Stratos Wealth Partners’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 		$637K Sell
6,887
-4,681
-40% -$493K 0.01% 971
2025
Q4 		$1.47M Sell
11,568
-1,530
-12% -$190K 0.02% 638
2025
Q3 		$1.7M Buy
13,098
+9,113
+229% +$1.29M 0.02% 578
2025
Q2 		$530K Sell
3,985
-4,586
-54% -$537K 0.01% 901
2025
Q1 		$991K Sell
8,571
-2,613
-23% -$360K 0.02% 669
2024
Q4 		$1.65M Buy
11,184
+6,015
+116% +$882K 0.02% 530
2024
Q3 		$675K Buy
5,169
+879
+20% +$104K 0.01% 822
2024
Q2 		$451K Buy
4,290
+137
+3% +$13.9K 0.01% 940
2024
Q1 		$418K Buy
4,153
+931
+29% +$85.6K 0.01% 958
2023
Q4 		$267K Buy
+3,222
New +$218K 0.01% 1135
2022
Q2 		– Sell
-3,475
Closed -$203K – 1250
2022
Q1 		$203K Sell
3,475
-8,709
-71% -$548K ﹤0.01% 1173
2021
Q4 		$908K Sell
12,184
-833
-6% -$61.5K 0.02% 584
2021
Q3 		$792K Buy
13,017
+416
+3% +$26.1K 0.02% 595
2021
Q2 		$746K Sell
12,601
-709
-5% -$39.3K 0.02% 638
2021
Q1 		$650K Sell
13,310
-1,732
-12% -$77.5K 0.02% 626
2020
Q4 		$609K Buy
15,042
+24
+0.2% +$907 0.02% 611
2020
Q3 		$516K Sell
15,018
-123
-0.8% -$4.3K 0.02% 614
2020
Q2 		$468K Sell
15,141
-708
-4% -$19K 0.02% 619
2020
Q1 		$372K Sell
15,849
-1,668
-10% -$47.9K 0.02% 617
2019
Q4 		$511K Buy
17,517
+78
+0.4% +$2.22K 0.02% 588
2019
Q3 		$468K Sell
17,439
-3,328
-16% -$87.8K 0.02% 586
2019
Q2 		$525K Sell
20,767
-3,570
-15% -$85.5K 0.02% 543
2019
Q1 		$572K Sell
24,337
-759
-3% -$17.3K 0.03% 511
2018
Q4 		$493K Sell
25,096
-479
-2% -$11K 0.03% 516
2018
Q3 		$697K Buy
+25,575
New +$683K 0.03% 431
2018
Q2 		– Sell
-32,627
Closed -$662K – 1838
2018
Q1 		$662K Sell
32,627
-3,197
-9% -$71K 0.03% 459
2017
Q4 		$754K Sell
35,824
-1,495
-4% -$30K 0.03% 414
2017
Q3 		$759K Sell
37,319
-15,401
-29% -$292K 0.04% 393
2017
Q2 		$981K Buy
52,720
+12,476
+31% +$228K 0.05% 299
2017
Q1 		$734K Buy
40,244
+9,802
+32% +$174K 0.04% 334
2016
Q4 		$469K Buy
30,442
+3,741
+14% +$56.4K 0.03% 405
2016
Q3 		$381K Buy
26,701
+2,494
+10% +$35.4K 0.03% 423
2016
Q2 		$299K Sell
24,207
-1,429
-6% -$19.1K 0.02% 451
2016
Q1 		$377K Buy
25,636
+1,933
+8% +$26.3K 0.03% 356
2015
Q4 		$370K Buy
23,703
+1,330
+6% +$22.7K 0.03% 376
2015
Q3 		$375K Buy
22,373
+7,401
+49% +$157K 0.05% 320
2015
Q2 		$342K Sell
14,972
-4,670
-24% -$107K 0.04% 334
2015
Q1 		$447K Buy
19,642
+1,268
+7% +$29.9K 0.05% 324
2014
Q4 		$426K Buy
18,374
+1,872
+11% +$41K 0.08% 276
2014
Q3 		$368K Sell
16,502
-5,600
-25% -$131K 0.09% 196
2014
Q2 		$535K Buy
+22,102
New +$515K 0.18% 141

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 Partners's KKR Position: Q1 2026 in Review

Stratos Wealth Partners reduced its KKR & Co (KKR) stake by 40% in Q1 2026, selling an estimated $493K and leaving 6,887 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #971.

Stratos Wealth Partners first reported a position in KKR in Q2 2014 and has held it in 41 quarters since. The position peaked at $1.7M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Stratos Wealth Partners held 6,887 shares of KKR & Co worth $637K as of Q1 2026.
  • Stratos Wealth Partners sold 4,681 KKR & Co shares in Q1 2026, an estimated $493K.
  • KKR & Co made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #971 holding.
  • Stratos Wealth Partners first reported a position in KKR & Co in Q2 2014 and has held it in 41 quarters since.
  • Stratos Wealth Partners's KKR & Co position peaked at $1.7M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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