TCA
KKR icon

Transcend Capital Advisors’s KKR & Co KKR Stock Holding History

Transcend Capital 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 		$791K Buy
8,553
+1,112
+15% +$117K 0.06% 285
2025
Q4 		$949K Buy
7,441
+61
+0.8% +$7.59K 0.07% 239
2025
Q3 		$959K Sell
7,380
-37
-0.5% -$5.25K 0.07% 258
2025
Q2 		$987K Buy
7,417
+561
+8% +$65.7K 0.08% 237
2025
Q1 		$793K Sell
6,856
-2,167
-24% -$298K 0.06% 291
2024
Q4 		$1.33M Sell
9,023
-1,203
-12% -$176K 0.1% 207
2024
Q3 		$1.34M Buy
10,226
+1,905
+23% +$225K 0.09% 221
2024
Q2 		$876K Buy
8,321
+677
+9% +$68.9K 0.06% 272
2024
Q1 		$769K Buy
7,644
+1,857
+32% +$171K 0.06% 269
2023
Q4 		$479K Buy
5,787
+328
+6% +$22.2K 0.04% 313
2023
Q3 		$336K Sell
5,459
-500
-8% -$30.4K 0.03% 355
2023
Q2 		$334K Sell
5,959
-15
-0.3% -$786 0.03% 352
2023
Q1 		$314K Buy
5,974
+147
+3% +$7.89K 0.03% 356
2022
Q4 		$270K Hold
5,827
– – 0.03% 384
2022
Q3 		$251K Hold
5,827
– – 0.03% 395
2022
Q2 		$270K Sell
5,827
-27
-0.5% -$1.42K 0.03% 396
2022
Q1 		$342K Buy
5,854
+80
+1% +$5.04K 0.03% 378
2021
Q4 		$430K Buy
5,774
+60
+1% +$4.43K 0.04% 329
2021
Q3 		$437K Buy
+5,714
New +$359K 0.04% 317
2021
Q2 		– Sell
-5,714
Closed -$280K – 368
2021
Q1 		$280K Hold
5,714
– – 0.03% 323
2020
Q4 		$231K Buy
+5,714
New +$216K 0.03% 332

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

Transcend Capital Advisors's KKR Position: Q1 2026 in Review

Transcend Capital Advisors increased its KKR & Co (KKR) stake by 15% in Q1 2026, buying an estimated $117K and bringing the position to 8,553 shares worth $791K. The position accounts for 0.06% of the portfolio, ranked #285.

Transcend Capital Advisors first reported a position in KKR in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.34M in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Transcend Capital Advisors held 8,553 shares of KKR & Co worth $791K as of Q1 2026.
  • Transcend Capital Advisors bought 1,112 KKR & Co shares in Q1 2026, an estimated $117K.
  • KKR & Co made up 0.06% of Transcend Capital Advisors's portfolio in Q1 2026, its #285 holding.
  • Transcend Capital Advisors first reported a position in KKR & Co in Q4 2020 and has held it in 21 quarters since.
  • Transcend Capital Advisors's KKR & Co position peaked at $1.34M in Q3 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.