TAFW
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Tred Avon Family Wealth’s KKR & Co KKR Stock Holding History

Tred Avon Family Wealth’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 		$665K Sell
7,191
-2,733
-28% -$288K 0.22% 139
2025
Q4 		$1.27M Buy
9,924
+550
+6% +$68.4K 0.41% 60
2025
Q3 		$1.22M Buy
+9,374
New +$1.33M 0.42% 59

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 $315B AUM 27.84% 1-Year Est. Return

Tred Avon Family Wealth's KKR Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its KKR & Co (KKR) stake by 28% in Q1 2026, selling an estimated $288K and leaving 7,191 shares worth $665K. The position accounts for 0.22% of the portfolio, ranked #139.

Tred Avon Family Wealth first reported a position in KKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Tred Avon Family Wealth held 7,191 shares of KKR & Co worth $665K as of Q1 2026.
  • Tred Avon Family Wealth sold 2,733 KKR & Co shares in Q1 2026, an estimated $288K.
  • KKR & Co made up 0.22% of Tred Avon Family Wealth's portfolio in Q1 2026, its #139 holding.
  • Tred Avon Family Wealth first reported a position in KKR & Co in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's KKR & Co position peaked at $1.27M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.