U.S. Capital Wealth Advisors’s KKR & Co KKR Stock Holding History

U.S. Capital Wealth 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	$533K	Buy	5,762 +430	+8%	+$45.3K	0.01%	661
2025 Q4	$680K	Sell	5,332 -247	-4%	-$30.7K	0.02%	582
2025 Q3	$725K	Sell	5,579 -117	-2%	-$16.6K	0.02%	540
2025 Q2	$758K	Sell	5,696 -26,195	-82%	-$3.07M	0.02%	496
2025 Q1	$3.69M	Buy	31,891 +291	+0.9%	+$40K	0.11%	190
2024 Q4	$4.67M	Buy	31,600 +28,148	+815%	+$4.13M	0.14%	157
2024 Q3	$451K	Buy	3,452 +218	+7%	+$25.8K	0.02%	503
2024 Q2	$340K	Buy	3,234 +169	+6%	+$17.2K	0.01%	543
2024 Q1	$308K	Buy	3,065 +6	+0.2%	+$552	0.01%	563
2023 Q4	$253K	Buy	+3,059	New	+$207K	0.01%	587
2023 Q1	–	Sell	-3,027	Closed	-$140K	–	1110
2022 Q4	$140K	Buy	+3,027	New	+$148K	0.01%	678
2022 Q1	–	Sell	-3,000	Closed	-$224K	–	732
2021 Q4	$224K	Sell	3,000 -5,000	-63%	-$369K	0.01%	665
2021 Q3	$487K	Buy	+8,000	New	+$502K	0.02%	513

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's KKR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its KKR & Co (KKR) stake by 8.1% in Q1 2026, buying an estimated $45.3K and bringing the position to 5,762 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #661.

U.S. Capital Wealth Advisors first reported a position in KKR in Q3 2021 and has held it in 13 quarters since. The position peaked at $4.67M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

U.S. Capital Wealth Advisors held 5,762 shares of KKR & Co worth $533K as of Q1 2026.
U.S. Capital Wealth Advisors bought 430 KKR & Co shares in Q1 2026, an estimated $45.3K.
KKR & Co made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #661 holding.
U.S. Capital Wealth Advisors first reported a position in KKR & Co in Q3 2021 and has held it in 13 quarters since.
U.S. Capital Wealth Advisors's KKR & Co position peaked at $4.67M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.