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Visionary Wealth Advisors’s KKR & Co KKR Stock Holding History

Visionary 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 		$592K Sell
6,447
-499
-7% -$48.4K 0.02% 395
2026
Q1 		$643K Buy
6,946
+31
+0.4% +$3.27K 0.03% 350
2025
Q4 		$882K Sell
6,915
-245
-3% -$30.5K 0.04% 294
2025
Q3 		$930K Sell
7,160
-20
-0.3% -$2.84K 0.04% 286
2025
Q2 		$955K Buy
7,180
+311
+5% +$36.4K 0.05% 279
2025
Q1 		$794K Buy
6,869
+400
+6% +$55K 0.05% 281
2024
Q4 		$957K Buy
6,469
+31
+0.5% +$4.55K 0.06% 262
2024
Q3 		$841K Buy
6,438
+3
+0% +$355 0.05% 274
2024
Q2 		$677K Hold
6,435
– – 0.04% 286
2024
Q1 		$647K Sell
6,435
-281
-4% -$25.8K 0.04% 288
2023
Q4 		$556K Sell
6,716
-400
-6% -$27.1K 0.04% 300
2023
Q3 		$438K Sell
7,116
-119
-2% -$7.23K 0.04% 320
2023
Q2 		$405K Buy
7,235
+281
+4% +$14.7K 0.03% 321
2023
Q1 		$365K Sell
6,954
-500
-7% -$26.8K 0.03% 323
2022
Q4 		$346K Buy
7,454
+295
+4% +$14.4K 0.03% 295
2022
Q3 		$308K Sell
7,159
-145
-2% -$7.33K 0.03% 290
2022
Q2 		$338K Buy
7,304
+300
+4% +$15.7K 0.03% 301
2022
Q1 		$410K Sell
7,004
-20
-0.3% -$1.26K 0.03% 283
2021
Q4 		$523K Sell
7,024
-100
-1% -$7.38K 0.04% 228
2021
Q3 		$434K Buy
7,124
+390
+6% +$24.5K 0.04% 203
2021
Q2 		$399K Sell
6,734
-370
-5% -$20.5K 0.04% 226
2021
Q1 		$347K Sell
7,104
-3,076
-30% -$138K 0.04% 231
2020
Q4 		$412K Buy
10,180
+309
+3% +$11.7K 0.05% 203
2020
Q3 		$339K Buy
9,871
+235
+2% +$8.22K 0.05% 181
2020
Q2 		$298K Buy
9,636
+45
+0.5% +$1.21K 0.05% 175
2020
Q1 		$225K Buy
9,591
+1,465
+18% +$42.1K 0.04% 176
2019
Q4 		$237K Buy
+8,126
New +$231K 0.04% 188

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

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

Visionary Wealth Advisors reduced its KKR & Co (KKR) stake by 7.2% in Q2 2026, selling an estimated $48.4K and leaving 6,447 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #395.

Visionary Wealth Advisors first reported a position in KKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $957K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Visionary Wealth Advisors held 6,447 shares of KKR & Co worth $592K as of Q2 2026.
  • Visionary Wealth Advisors sold 499 KKR & Co shares in Q2 2026, an estimated $48.4K.
  • KKR & Co made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #395 holding.
  • Visionary Wealth Advisors first reported a position in KKR & Co in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's KKR & Co position peaked at $957K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.