Toth Financial Advisory’s KKR & Co KKR Stock Holding History

Toth Financial Advisory’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 Q3	$2.28K	Buy	+25	New	+$2.55K	﹤0.01%	779
2026 Q1	–	Sell	-2	Closed	-$255	–	984
2025 Q4	$255	Buy	+2	New	+$249	﹤0.01%	840
2025 Q1	–	Sell	-5,210	Closed	-$771K	–	746
2024 Q4	$771K	Buy	5,210 +10	+0.2%	+$1.47K	0.09%	137
2024 Q3	$679K	Buy	5,200 +2,450	+89%	+$290K	0.08%	149
2024 Q2	$289K	Buy	+2,750	New	+$280K	0.04%	188

Other funds holding KKR

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Toth Financial Advisory's KKR Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in KKR & Co (KKR) in Q3 2026: 25 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in KKR as recently as Q4 2025.

Toth Financial Advisory first reported a position in KKR in Q2 2024 and has held it in 5 quarters since. The position peaked at $771K in Q4 2024. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Toth Financial Advisory held 25 shares of KKR & Co worth $2.28K as of Q3 2026.
KKR & Co was a new Toth Financial Advisory position in Q3 2026.
KKR & Co made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #779 holding.
Toth Financial Advisory first reported a position in KKR & Co in Q2 2024 and has held it in 5 quarters since.
Toth Financial Advisory's KKR & Co position peaked at $771K in Q4 2024.
54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.