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Westfuller Advisors’s KKR & Co KKR Stock Holding History

Westfuller 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 		$20.3K Buy
221
+128
+138% +$12.4K 0.01% 382
2026
Q1 		$8.6K Buy
93
+14
+18% +$1.48K ﹤0.01% 458
2025
Q4 		$10.1K Buy
79
+15
+23% +$1.87K ﹤0.01% 468
2025
Q3 		$8.32K Buy
+64
New +$9.09K ﹤0.01% 480

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

Westfuller Advisors's KKR Position: Q2 2026 in Review

Westfuller Advisors increased its KKR & Co (KKR) stake by 138% in Q2 2026, buying an estimated $12.4K and bringing the position to 221 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #382.

Westfuller Advisors first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Westfuller Advisors held 221 shares of KKR & Co worth $20.3K as of Q2 2026.
  • Westfuller Advisors bought 128 KKR & Co shares in Q2 2026, an estimated $12.4K.
  • KKR & Co made up 0.01% of Westfuller Advisors's portfolio in Q2 2026, its #382 holding.
  • Westfuller Advisors first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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