WestEnd Advisors’s KKR & Co KKR Stock Holding History

WestEnd 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 Q3	$2.28K	Hold	25	–	–	﹤0.01%	194
2026 Q2	$2.3K	Buy	25 +3	+14%	+$291	﹤0.01%	177
2026 Q1	$2.04K	Hold	22	–	–	﹤0.01%	155
2025 Q4	$2.8K	Buy	22 +6	+38%	+$746	﹤0.01%	130
2025 Q3	$2.08K	Buy	16 +1	+7%	+$142	﹤0.01%	152
2025 Q2	$2K	Sell	15 -4	-21%	-$468	﹤0.01%	148
2025 Q1	$2.2K	Buy	19 +5	+36%	+$688	﹤0.01%	144
2024 Q4	$2.07K	Buy	14 +1	+8%	+$147	﹤0.01%	101
2024 Q3	$1.7K	Buy	13 +1	+8%	+$118	﹤0.01%	99
2024 Q2	$1.26K	Buy	+12	New	+$1.22K	﹤0.01%	108

Other funds holding KKR

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

WestEnd Advisors's KKR Position: Q3 2026 in Review

WestEnd Advisors held its KKR & Co (KKR) position steady in Q3 2026 at 25 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

WestEnd Advisors first reported a position in KKR in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.8K in Q4 2025. 941 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

WestEnd Advisors held 25 shares of KKR & Co worth $2.28K as of Q3 2026.
WestEnd Advisors left its KKR & Co share count unchanged in Q3 2026.
KKR & Co made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #194 holding.
WestEnd Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 10 quarters since.
WestEnd Advisors's KKR & Co position peaked at $2.8K in Q4 2025.
941 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.