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 Q2	$2.29K	Buy	25 +3	+14%	+$291	﹤0.01%	177
2026 Q1	$2.04K	Hold	22	–	–	﹤0.01%	155
2025 Q4	$2.81K	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WestEnd Advisors's KKR Position: Q2 2026 in Review

WestEnd Advisors increased its KKR & Co (KKR) stake by 14% in Q2 2026, buying an estimated $291 and bringing the position to 25 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

WestEnd Advisors first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.81K in Q4 2025. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

WestEnd Advisors held 25 shares of KKR & Co worth $2.29K as of Q2 2026.
WestEnd Advisors bought 3 KKR & Co shares in Q2 2026, an estimated $291.
KKR & Co made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #177 holding.
WestEnd Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
WestEnd Advisors's KKR & Co position peaked at $2.81K in Q4 2025.
321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.