United Capital Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Sell |
241,478
-5,906
| -2% | -$623K | 0.14% | 133 |
|
|
2025
Q4 | $31.5M | Sell |
247,384
-1,087
| -0.4% | -$135K | 0.19% | 98 |
|
|
2025
Q3 | $32.3M | Sell |
248,471
-9,631
| -4% | -$1.37M | 0.23% | 85 |
|
|
2025
Q2 | $34.3M | Buy |
258,102
+106
| +0% | +$12.4K | 0.28% | 79 |
|
|
2025
Q1 | $29.8M | Buy |
257,996
+2,041
| +0.8% | +$281K | 0.26% | 87 |
|
|
2024
Q4 | $37.9M | Sell |
255,955
-8,817
| -3% | -$1.29M | 0.32% | 69 |
|
|
2024
Q3 | $34.6M | Sell |
264,772
-7,995
| -3% | -$946K | 0.28% | 77 |
|
|
2024
Q2 | $28.7M | Sell |
272,767
-68,160
| -20% | -$6.94M | 0.25% | 84 |
|
|
2024
Q1 | $34.3M | Sell |
340,927
-24,086
| -7% | -$2.22M | 0.28% | 78 |
|
|
2023
Q4 | $30.2M | Sell |
365,013
-8,231
| -2% | -$557K | 0.25% | 91 |
|
|
2023
Q3 | $23M | Sell |
373,244
-48,501
| -12% | -$2.95M | 0.15% | 137 |
|
|
2023
Q2 | $23.6M | Sell |
421,745
-26,908
| -6% | -$1.41M | 0.13% | 145 |
|
|
2023
Q1 | $23.6M | Sell |
448,653
-16,886
| -4% | -$906K | 0.13% | 149 |
|
|
2022
Q4 | $21.6M | Buy |
465,539
+4,467
| +1% | +$218K | 0.12% | 165 |
|
|
2022
Q3 | $19.8M | Buy |
461,072
+16,371
| +4% | +$827K | 0.12% | 161 |
|
|
2022
Q2 | $20.6M | Buy |
444,701
+41,656
| +10% | +$2.19M | 0.11% | 173 |
|
|
2022
Q1 | $23.6M | Buy |
403,045
+7,149
| +2% | +$450K | 0.11% | 171 |
|
|
2021
Q4 | $29.5M | Sell |
395,896
-5,186
| -1% | -$383K | 0.14% | 155 |
|
|
2021
Q3 | $24.4M | Sell |
401,082
-489
| -0.1% | -$30.7K | 0.12% | 169 |
|
|
2021
Q2 | $23.8M | Sell |
401,571
-4,183
| -1% | -$232K | 0.12% | 174 |
|
|
2021
Q1 | $19.8M | Buy |
405,754
+9,305
| +2% | +$416K | 0.11% | 179 |
|
|
2020
Q4 | $16.1M | Buy |
396,449
+116,319
| +42% | +$4.4M | 0.1% | 201 |
|
|
2020
Q3 | $9.62M | Buy |
280,130
+2,441
| +0.9% | +$85.4K | 0.06% | 258 |
|
|
2020
Q2 | $8.57M | Buy |
277,689
+258,980
| +1,384% | +$6.96M | 0.06% | 273 |
|
|
2020
Q1 | $439K | Sell |
18,709
-9,740
| -34% | -$280K | ﹤0.01% | 860 |
|
|
2019
Q4 | $830K | Buy |
28,449
+738
| +3% | +$21K | 0.01% | 841 |
|
|
2019
Q3 | $744K | Sell |
27,711
-1,631
| -6% | -$43K | 0.01% | 834 |
|
|
2019
Q2 | $741K | Sell |
29,342
-21,874
| -43% | -$524K | ﹤0.01% | 906 |
|
|
2019
Q1 | $1.2M | Sell |
51,216
-8,339
| -14% | -$190K | 0.01% | 728 |
|
|
2018
Q4 | $1.17M | Buy |
59,555
+8,789
| +17% | +$201K | 0.01% | 669 |
|
|
2018
Q3 | $1.38M | Buy |
+50,766
| New | +$1.36M | 0.01% | 688 |
|
|
2018
Q2 | – | Sell |
-95,136
| Closed | -$1.93M | – | 1340 |
|
|
2018
Q1 | $1.93M | Buy |
95,136
+8,000
| +9% | +$178K | 0.01% | 600 |
|
|
2017
Q4 | $1.84M | Sell |
87,136
-14,480
| -14% | -$291K | 0.01% | 610 |
|
|
2017
Q3 | $2.07M | Sell |
101,616
-11,150
| -10% | -$212K | 0.02% | 562 |
|
|
2017
Q2 | $2.1M | Buy |
112,766
+1,510
| +1% | +$27.6K | 0.02% | 557 |
|
|
2017
Q1 | $2.03M | Sell |
111,256
-3,742
| -3% | -$66.5K | 0.02% | 565 |
|
|
2016
Q4 | $1.77M | Sell |
114,998
-11,093
| -9% | -$167K | 0.02% | 590 |
|
|
2016
Q3 | $1.8M | Buy |
126,091
+5,825
| +5% | +$82.6K | 0.02% | 617 |
|
|
2016
Q2 | $1.44M | Sell |
120,266
-18,165
| -13% | -$243K | 0.01% | 633 |
|
|
2016
Q1 | $2.03M | Sell |
138,431
-52,916
| -28% | -$720K | 0.02% | 528 |
|
|
2015
Q4 | $2.98M | Sell |
191,347
-69,183
| -27% | -$1.18M | 0.03% | 458 |
|
|
2015
Q3 | $4.37M | Buy |
260,530
+11,946
| +5% | +$254K | 0.05% | 347 |
|
|
2015
Q2 | $5.68M | Buy |
248,584
+8,542
| +4% | +$196K | 0.07% | 320 |
|
|
2015
Q1 | $5.4M | Buy |
240,042
+1,082
| +0.5% | +$25.5K | 0.07% | 316 |
|
|
2014
Q4 | $5.55M | Buy |
238,960
+19,787
| +9% | +$434K | 0.08% | 243 |
|
|
2014
Q3 | $4.89M | Buy |
219,173
+81,430
| +59% | +$1.91M | 0.08% | 258 |
|
|
2014
Q2 | $3.35M | Buy |
137,743
+66,018
| +92% | +$1.54M | 0.06% | 296 |
|
|
2014
Q1 | $1.64M | Buy |
71,725
+5,200
| +8% | +$126K | 0.03% | 391 |
|
|
2013
Q4 | $1.62M | Buy |
66,525
+8,600
| +15% | +$198K | 0.06% | 267 |
|
|
2013
Q3 | $1.19M | Buy |
57,925
+25,675
| +80% | +$515K | 0.04% | 319 |
|
|
2013
Q2 | $634K | Buy |
+32,250
| New | +$640K | 0.02% | 472 |
|
Other funds holding KKR
VCM
United Capital Financial Advisors's KKR Position: Q1 2026 in Review
United Capital Financial Advisors reduced its KKR & Co (KKR) stake by 2.4% in Q1 2026, selling an estimated $623K and leaving 241,478 shares worth $22.3M. The position accounts for 0.14% of the portfolio, ranked #133.
United Capital Financial Advisors first reported a position in KKR in Q2 2013 and has held it in 51 quarters since. The position peaked at $37.9M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- United Capital Financial Advisors held 241,478 shares of KKR & Co worth $22.3M as of Q1 2026.
- United Capital Financial Advisors sold 5,906 KKR & Co shares in Q1 2026, an estimated $623K.
- KKR & Co made up 0.14% of United Capital Financial Advisors's portfolio in Q1 2026, its #133 holding.
- United Capital Financial Advisors first reported a position in KKR & Co in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's KKR & Co position peaked at $37.9M in Q4 2024.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.