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Washington Trust Advisors’s KKR & Co KKR Stock Holding History

Washington Trust 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 		$2.75K Hold
30
– – ﹤0.01% 610
2026
Q1 		$2.77K Sell
30
-178
-86% -$18.8K ﹤0.01% 563
2025
Q4 		$26.5K Buy
+208
New +$25.9K ﹤0.01% 401
2025
Q2 		– Sell
-573
Closed -$66.2K – 644
2025
Q1 		$66.2K Buy
573
+27
+5% +$3.71K 0.01% 294
2024
Q4 		$80.8K Sell
546
-222
-29% -$32.6K 0.01% 278
2024
Q3 		$100K Buy
768
+91
+13% +$10.8K 0.01% 261
2024
Q2 		$71.3K Buy
677
+57
+9% +$5.8K 0.01% 278
2024
Q1 		$62.3K Sell
620
-7
-1% -$644 0.01% 290
2023
Q4 		$51.9K Buy
627
+452
+258% +$30.6K 0.01% 303
2023
Q3 		$10.8K Buy
+175
New +$10.6K ﹤0.01% 448
2022
Q4 		– Sell
-1,074
Closed -$46K – 838
2022
Q3 		$46K Buy
1,074
+25
+2% +$1.26K ﹤0.01% 398
2022
Q2 		$49K Buy
1,049
+39
+4% +$2.05K ﹤0.01% 401
2022
Q1 		$59K Buy
1,010
+36
+4% +$2.27K ﹤0.01% 415
2021
Q4 		$73K Buy
+974
New +$71.9K ﹤0.01% 411

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's KKR Position: Q2 2026 in Review

Washington Trust Advisors held its KKR & Co (KKR) position steady in Q2 2026 at 30 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Washington Trust Advisors first reported a position in KKR in Q4 2021 and has held it in 14 quarters since. The position peaked at $100K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Washington Trust Advisors held 30 shares of KKR & Co worth $2.75K as of Q2 2026.
  • Washington Trust Advisors left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #610 holding.
  • Washington Trust Advisors first reported a position in KKR & Co in Q4 2021 and has held it in 14 quarters since.
  • Washington Trust Advisors's KKR & Co position peaked at $100K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.