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VestGen Advisors’s KKR & Co KKR Stock Holding History

VestGen 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 		$210K Sell
2,285
-625
-21% -$60.6K 0.01% 1017
2026
Q1 		$289K Buy
+2,910
New +$307K 0.01% 858
2025
Q4 		– Sell
-2,870
Closed -$373K – 808
2025
Q3 		$373K Sell
2,870
-13
-0.5% -$1.84K 0.01% 552
2025
Q2 		$384K Sell
2,883
-295
-9% -$34.5K 0.02% 458
2025
Q1 		$367K Buy
+3,178
New +$437K 0.02% 426

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

VestGen Advisors's KKR Position: Q2 2026 in Review

VestGen Advisors reduced its KKR & Co (KKR) stake by 21% in Q2 2026, selling an estimated $60.6K and leaving 2,285 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1017.

VestGen Advisors first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $384K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • VestGen Advisors held 2,285 shares of KKR & Co worth $210K as of Q2 2026.
  • VestGen Advisors sold 625 KKR & Co shares in Q2 2026, an estimated $60.6K.
  • KKR & Co made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #1017 holding.
  • VestGen Advisors first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's KKR & Co position peaked at $384K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.