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
Q2 		$641K Sell
6,989
-202
-3% -$19.6K 0.2% 150
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 $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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's KKR Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its KKR & Co (KKR) stake by 2.8% in Q2 2026, selling an estimated $19.6K and leaving 6,989 shares worth $641K. The position accounts for 0.2% of the portfolio, ranked #150.

Tred Avon Family Wealth first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Tred Avon Family Wealth held 6,989 shares of KKR & Co worth $641K as of Q2 2026.
  • Tred Avon Family Wealth sold 202 KKR & Co shares in Q2 2026, an estimated $19.6K.
  • KKR & Co made up 0.2% of Tred Avon Family Wealth's portfolio in Q2 2026, its #150 holding.
  • Tred Avon Family Wealth first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's KKR & Co position peaked at $1.27M in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.