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Trivium Point Advisory’s KKR & Co KKR Stock Holding History

Trivium Point 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
Q1 		– Sell
-2,847
Closed -$363K – 308
2025
Q4 		$363K Sell
2,847
-1,133
-28% -$141K 0.04% 277
2025
Q3 		$517K Buy
+3,980
New +$565K 0.05% 239
2022
Q2 		– Sell
-8,076
Closed -$455K – 222
2022
Q1 		$455K Buy
+8,076
New +$508K 0.1% 175

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trivium Point Advisory's KKR Position: Q1 2026 in Review

Trivium Point Advisory sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,847 shares — an estimated $363K sold.

Trivium Point Advisory first reported a position in KKR in Q1 2022 and held it in 3 quarters. The position peaked at $517K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Trivium Point Advisory reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 2,847 KKR & Co shares in Q1 2026, an estimated $363K.
  • Trivium Point Advisory first reported a position in KKR & Co in Q1 2022 and held it in 3 quarters.
  • Trivium Point Advisory's KKR & Co position peaked at $517K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.