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Waverly Advisors’s KKR & Co KKR Stock Holding History

Waverly 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 		$7.82M Sell
85,199
-27,946
-25% -$2.71M 0.05% 338
2026
Q1 		$10.5M Buy
113,145
+34,717
+44% +$3.66M 0.08% 244
2025
Q4 		$10M Buy
78,428
+54,551
+228% +$6.79M 0.08% 238
2025
Q3 		$3.1M Sell
23,877
-989
-4% -$140K 0.03% 412
2025
Q2 		$3.31M Buy
24,866
+172
+0.7% +$20.1K 0.04% 387
2025
Q1 		$2.85M Sell
24,694
-1,251
-5% -$172K 0.03% 403
2024
Q4 		$3.84M Buy
25,945
+4,647
+22% +$682K 0.06% 257
2024
Q3 		$2.78M Sell
21,298
-479
-2% -$56.7K 0.05% 277
2024
Q2 		$2.29M Buy
21,777
+25
+0.1% +$2.54K 0.04% 292
2024
Q1 		$2.19M Sell
21,752
-124
-0.6% -$11.4K 0.05% 247
2023
Q4 		$1.81M Buy
+21,876
New +$1.48M 0.07% 159
2015
Q4 		– Sell
-5
Closed – – 273
2015
Q3 		$0 Hold
5
– – ﹤0.01% 439
2015
Q2 		$0 Hold
5
– – ﹤0.01% 379
2015
Q1 		$0 Buy
+5
New +$118 ﹤0.01% 392

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

Waverly Advisors's KKR Position: Q2 2026 in Review

Waverly Advisors reduced its KKR & Co (KKR) stake by 25% in Q2 2026, selling an estimated $2.71M and leaving 85,199 shares worth $7.82M. The position accounts for 0.05% of the portfolio, ranked #338.

Waverly Advisors first reported a position in KKR in Q1 2015 and has held it in 14 quarters since. The position peaked at $10.5M in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Waverly Advisors held 85,199 shares of KKR & Co worth $7.82M as of Q2 2026.
  • Waverly Advisors sold 27,946 KKR & Co shares in Q2 2026, an estimated $2.71M.
  • KKR & Co made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #338 holding.
  • Waverly Advisors first reported a position in KKR & Co in Q1 2015 and has held it in 14 quarters since.
  • Waverly Advisors's KKR & Co position peaked at $10.5M in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.