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Vestmark Advisory Solutions’s KKR & Co KKR Stock Holding History

Vestmark Advisory Solutions’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 		$800K Sell
8,721
-1,183
-12% -$115K 0.01% 1026
2026
Q1 		$916K Sell
9,904
-3,019
-23% -$318K 0.01% 899
2025
Q4 		$1.65M Buy
12,923
+4,108
+47% +$511K 0.02% 638
2025
Q3 		$1.15M Sell
8,815
-449
-5% -$63.7K 0.02% 514
2025
Q2 		$1.23M Sell
9,264
-3,641
-28% -$426K 0.02% 459
2025
Q1 		$1.49M Buy
12,905
+4,936
+62% +$679K 0.04% 351
2024
Q4 		$1.18M Buy
7,969
+2,351
+42% +$345K 0.04% 305
2024
Q3 		$734K Buy
5,618
+604
+12% +$71.5K 0.03% 340
2024
Q2 		$528K Buy
5,014
+2,165
+76% +$220K 0.02% 395
2024
Q1 		$287K Buy
+2,849
New +$262K 0.01% 454
2023
Q3 		– Sell
-9,924
Closed -$556K – 678
2023
Q2 		$556K Sell
9,924
-1,452
-13% -$76.1K 0.02% 579
2023
Q1 		$597K Buy
11,376
+1,362
+14% +$73.1K 0.03% 551
2022
Q4 		$465K Sell
10,014
-2,916
-23% -$142K 0.02% 579
2022
Q3 		$556K Buy
12,930
+964
+8% +$48.7K 0.03% 515
2022
Q2 		$554K Buy
11,966
+4,229
+55% +$222K 0.03% 518
2022
Q1 		$452K Buy
7,737
+2,923
+61% +$184K 0.03% 570
2021
Q4 		$359K Buy
+4,814
New +$355K 0.02% 648
2021
Q3 		– Sell
-3,548
Closed -$210K – 817
2021
Q2 		$210K Buy
+3,548
New +$197K 0.01% 738

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

Vestmark Advisory Solutions's KKR Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its KKR & Co (KKR) stake by 12% in Q2 2026, selling an estimated $115K and leaving 8,721 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #1026.

Vestmark Advisory Solutions first reported a position in KKR in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Vestmark Advisory Solutions held 8,721 shares of KKR & Co worth $800K as of Q2 2026.
  • Vestmark Advisory Solutions sold 1,183 KKR & Co shares in Q2 2026, an estimated $115K.
  • KKR & Co made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1026 holding.
  • Vestmark Advisory Solutions first reported a position in KKR & Co in Q2 2021 and has held it in 18 quarters since.
  • Vestmark Advisory Solutions's KKR & Co position peaked at $1.65M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.