VisionPoint Advisory Group’s KKR & Co KKR Stock Holding History

VisionPoint Advisory Group’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	$948K	Buy	10,334 +2,128	+26%	+$206K	0.15%	151
2026 Q1	$759K	Buy	8,206 +2,143	+35%	+$226K	0.14%	165
2025 Q4	$773K	Buy	+6,063	New	+$754K	0.15%	155
2024 Q3	–	Sell	-24	Closed	-$2.53K	–	525
2024 Q2	$2.53K	Buy	24 +6	+33%	+$611	﹤0.01%	640
2024 Q1	$1.81K	Sell	18 -12	-40%	-$1.1K	﹤0.01%	689
2023 Q4	$2.49K	Sell	30 -41	-58%	-$2.78K	﹤0.01%	588
2023 Q3	$4.37K	Sell	71 -2	-3%	-$121	﹤0.01%	513
2023 Q2	$4.09K	Buy	+73	New	+$3.82K	﹤0.01%	463

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's KKR Position: Q2 2026 in Review

VisionPoint Advisory Group increased its KKR & Co (KKR) stake by 26% in Q2 2026, buying an estimated $206K and bringing the position to 10,334 shares worth $948K. The position accounts for 0.15% of the portfolio, ranked #151.

VisionPoint Advisory Group first reported a position in KKR in Q2 2023 and has held it in 8 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

VisionPoint Advisory Group held 10,334 shares of KKR & Co worth $948K as of Q2 2026.
VisionPoint Advisory Group bought 2,128 KKR & Co shares in Q2 2026, an estimated $206K.
KKR & Co made up 0.15% of VisionPoint Advisory Group's portfolio in Q2 2026, its #151 holding.
VisionPoint Advisory Group first reported a position in KKR & Co in Q2 2023 and has held it in 8 quarters since.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.