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TFB Advisors’s KKR & Co KKR Stock Holding History

TFB 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 		– Sell
-6,505
Closed -$829K – 268
2025
Q4 		$829K Sell
6,505
-166
-2% -$20.6K 0.23% 100
2025
Q3 		$840K Sell
6,671
-36
-0.5% -$5.11K 0.24% 96
2025
Q2 		$892K Buy
6,707
+326
+5% +$38.2K 0.23% 96
2025
Q1 		$738K Buy
6,381
+303
+5% +$41.7K 0.21% 114
2024
Q4 		$899K Buy
6,078
+222
+4% +$32.6K 0.26% 87
2024
Q3 		$765K Buy
5,856
+821
+16% +$97.1K 0.23% 103
2024
Q2 		$530K Buy
5,035
+412
+9% +$41.9K 0.17% 131
2024
Q1 		$440K Buy
4,623
+1,022
+28% +$94K 0.16% 145
2023
Q4 		$298K Sell
3,601
-71
-2% -$4.81K 0.15% 126
2023
Q3 		$226K Buy
+3,672
New +$223K 0.27% 95

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TFB Advisors's KKR Position: Q1 2026 in Review

TFB Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 6,505 shares — an estimated $829K sold.

TFB Advisors first reported a position in KKR in Q3 2023 and held it in 10 quarters. The position peaked at $899K in Q4 2024. 1,288 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • TFB Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 6,505 KKR & Co shares in Q1 2026, an estimated $829K.
  • TFB Advisors first reported a position in KKR & Co in Q3 2023 and held it in 10 quarters.
  • TFB Advisors's KKR & Co position peaked at $899K in Q4 2024.
  • 1,288 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.