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

Trifecta 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
Q2 		$1.38K Buy
+15
New +$1.46K ﹤0.01% 335
2025
Q4 		– Sell
-11
Closed -$1.43K – 358
2025
Q3 		$1.43K Hold
11
– – ﹤0.01% 379
2025
Q2 		$1.46K Buy
+11
New +$1.29K ﹤0.01% 383

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
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

Trifecta Capital Advisors's KKR Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 15 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in KKR as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in KKR in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.46K in Q2 2025. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Trifecta Capital Advisors held 15 shares of KKR & Co worth $1.38K as of Q2 2026.
  • KKR & Co was a new Trifecta Capital Advisors position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #335 holding.
  • Trifecta Capital Advisors first reported a position in KKR & Co in Q2 2025 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's KKR & Co position peaked at $1.46K in Q2 2025.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.