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Summit Trail Advisors’s KKR & Co KKR Stock Holding History

Summit Trail 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
Q2 		$2.02M Buy
22,008
+1,743
+9% +$169K 0.03% 608
2026
Q1 		$1.87M Sell
20,265
-2,830
-12% -$298K 0.03% 572
2025
Q4 		$2.94M Sell
23,095
-1,671
-7% -$208K 0.05% 245
2025
Q3 		$3.22M Buy
24,766
+5,590
+29% +$794K 0.04% 232
2025
Q2 		$2.55M Buy
19,176
+9,848
+106% +$1.15M 0.04% 218
2025
Q1 		$1.08M Buy
9,328
+3,457
+59% +$476K 0.04% 147
2024
Q4 		$868K Buy
5,871
+1,916
+48% +$281K 0.03% 150
2024
Q3 		$517K Buy
3,955
+349
+10% +$41.3K 0.01% 393
2024
Q2 		$380K Sell
3,606
-2,275
-39% -$232K 0.01% 431
2024
Q1 		$592K Buy
5,881
+1,472
+33% +$135K 0.02% 303
2023
Q4 		$365K Buy
4,409
+374
+9% +$25.3K 0.01% 347
2023
Q3 		$249K Buy
+4,035
New +$245K 0.01% 434

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Trail Advisors's KKR Position: Q2 2026 in Review

Summit Trail Advisors increased its KKR & Co (KKR) stake by 8.6% in Q2 2026, buying an estimated $169K and bringing the position to 22,008 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #608.

Summit Trail Advisors first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.22M in Q3 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Summit Trail Advisors held 22,008 shares of KKR & Co worth $2.02M as of Q2 2026.
  • Summit Trail Advisors bought 1,743 KKR & Co shares in Q2 2026, an estimated $169K.
  • KKR & Co made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #608 holding.
  • Summit Trail Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
  • Summit Trail Advisors's KKR & Co position peaked at $3.22M in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.