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Valeo Financial Advisors’s KKR & Co KKR Stock Holding History

Valeo Financial 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 		$482K Buy
5,252
+727
+16% +$70.5K 0.01% 463
2026
Q1 		$419K Sell
4,525
-2,317
-34% -$244K 0.01% 457
2025
Q4 		$872K Sell
6,842
-862
-11% -$107K 0.02% 330
2025
Q3 		$1M Sell
7,704
-362
-4% -$51.4K 0.02% 304
2025
Q2 		$1.07M Buy
8,066
+990
+14% +$116K 0.03% 283
2025
Q1 		$818K Buy
7,076
+2,006
+40% +$276K 0.02% 302
2024
Q4 		$750K Sell
5,070
-27
-0.5% -$3.96K 0.02% 326
2024
Q3 		$666K Buy
5,097
+1,045
+26% +$124K 0.02% 343
2024
Q2 		$426K Buy
4,052
+341
+9% +$34.7K 0.01% 432
2024
Q1 		$359K Buy
3,711
+503
+16% +$46.3K 0.01% 454
2023
Q4 		$266K Buy
+3,208
New +$217K 0.01% 526
2023
Q3 		– Sell
-4,122
Closed -$231K – 664
2023
Q2 		$231K Sell
4,122
-1,666
-29% -$87.3K 0.01% 497
2023
Q1 		$304K Buy
5,788
+751
+15% +$40.3K 0.01% 441
2022
Q4 		$234K Buy
+5,037
New +$245K 0.01% 444
2021
Q2 		– Sell
-13
Closed -$1K – 1199
2021
Q1 		$1K Buy
13
+9
+225% +$403 ﹤0.01% 1900
2020
Q4 		$0 Buy
+4
New +$151 ﹤0.01% 1756
2020
Q3 		– Sell
-2,517
Closed -$78K – 1880
2020
Q2 		$78K Buy
2,517
+1,090
+76% +$29.3K 0.01% 585
2020
Q1 		$36K Buy
1,427
+70
+5% +$2.01K ﹤0.01% 707
2019
Q4 		$40K Buy
1,357
+1,124
+482% +$32K ﹤0.01% 725
2019
Q3 		$6K Hold
233
– – ﹤0.01% 1161
2019
Q2 		$6K Hold
233
– – ﹤0.01% 1157
2019
Q1 		$5K Buy
233
+23
+11% +$524 ﹤0.01% 1168
2018
Q4 		$4K Hold
210
– – ﹤0.01% 1144
2018
Q3 		$5K Buy
+210
New +$5.61K ﹤0.01% 1195

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

Valeo Financial Advisors's KKR Position: Q2 2026 in Review

Valeo Financial Advisors increased its KKR & Co (KKR) stake by 16% in Q2 2026, buying an estimated $70.5K and bringing the position to 5,252 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #463.

Valeo Financial Advisors first reported a position in KKR in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Valeo Financial Advisors held 5,252 shares of KKR & Co worth $482K as of Q2 2026.
  • Valeo Financial Advisors bought 727 KKR & Co shares in Q2 2026, an estimated $70.5K.
  • KKR & Co made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #463 holding.
  • Valeo Financial Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 24 quarters since.
  • Valeo Financial Advisors's KKR & Co position peaked at $1.07M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.