VWA
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Valued Wealth Advisors’s KKR & Co KKR Stock Holding History

Valued 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
Q2 		$3.59K Buy
39
+20
+105% +$1.94K ﹤0.01% 531
2026
Q1 		$1.77K Sell
19
-6
-24% -$632 ﹤0.01% 583
2025
Q4 		$3.2K Buy
25
+6
+32% +$746 ﹤0.01% 355
2025
Q3 		$2.48K Hold
19
– – ﹤0.01% 365
2025
Q2 		$2.54K Sell
19
-55
-74% -$6.44K ﹤0.01% 359
2025
Q1 		$8.56K Sell
74
-13
-15% -$1.79K 0.01% 252
2024
Q4 		$12.9K Buy
87
+21
+32% +$3.08K 0.01% 199
2024
Q3 		$8.62K Buy
66
+22
+50% +$2.6K 0.01% 233
2024
Q2 		$4.63K Buy
44
+32
+267% +$3.26K ﹤0.01% 281
2024
Q1 		$1.21K Buy
12
+9
+300% +$828 ﹤0.01% 422
2023
Q4 		$185 Buy
+3
New +$203 ﹤0.01% 505

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Valued Wealth Advisors's KKR Position: Q2 2026 in Review

Valued Wealth Advisors increased its KKR & Co (KKR) stake by 105% in Q2 2026, buying an estimated $1.94K and bringing the position to 39 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Valued Wealth Advisors first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9K in Q4 2024. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Valued Wealth Advisors held 39 shares of KKR & Co worth $3.59K as of Q2 2026.
  • Valued Wealth Advisors bought 20 KKR & Co shares in Q2 2026, an estimated $1.94K.
  • KKR & Co made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • Valued Wealth Advisors first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's KKR & Co position peaked at $12.9K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.