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VSM Wealth Advisory’s KKR & Co KKR Stock Holding History

VSM Wealth Advisory’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 		$44.4K Buy
483
+1
+0.2% +$97 0.01% 230
2026
Q1 		$44.6K Buy
482
+1
+0.2% +$105 0.01% 224
2025
Q4 		$61.4K Hold
481
– – 0.02% 184
2025
Q3 		$62.4K Buy
481
+1
+0.2% +$142 0.02% 177
2025
Q2 		$63.8K Buy
480
+1
+0.2% +$117 0.02% 186
2025
Q1 		$55.4K Hold
479
– – 0.02% 188
2024
Q4 		$70.8K Buy
+479
New +$70.3K 0.03% 164

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

VSM Wealth Advisory's KKR Position: Q2 2026 in Review

VSM Wealth Advisory increased its KKR & Co (KKR) stake by 0.21% in Q2 2026, buying an estimated $97 and bringing the position to 483 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #230.

VSM Wealth Advisory first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.8K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • VSM Wealth Advisory held 483 shares of KKR & Co worth $44.4K as of Q2 2026.
  • VSM Wealth Advisory bought 1 KKR & Co share in Q2 2026, an estimated $97.
  • KKR & Co made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #230 holding.
  • VSM Wealth Advisory first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's KKR & Co position peaked at $70.8K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.