Westover Capital Advisors’s KKR & Co KKR Stock Holding History

Westover Capital 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	$740K	Sell	8,065 -3,065	-28%	-$297K	0.12%	121
2026 Q1	$1.03M	Hold	11,130	–	–	0.19%	92
2025 Q4	$1.42M	Hold	11,130	–	–	0.26%	78
2025 Q3	$1.45M	Hold	11,130	–	–	0.27%	74
2025 Q2	$1.48M	Hold	11,130	–	–	0.3%	74
2025 Q1	$1.29M	Hold	11,130	–	–	0.29%	82
2024 Q4	$1.65M	Hold	11,130	–	–	0.36%	64
2024 Q3	$1.45M	Buy	11,130 +4,665	+72%	+$552K	0.28%	81
2024 Q2	$680K	Buy	+6,465	New	+$658K	0.18%	106

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westover Capital Advisors's KKR Position: Q2 2026 in Review

Westover Capital Advisors reduced its KKR & Co (KKR) stake by 28% in Q2 2026, selling an estimated $297K and leaving 8,065 shares worth $740K. The position accounts for 0.12% of the portfolio, ranked #121.

Westover Capital Advisors first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Westover Capital Advisors held 8,065 shares of KKR & Co worth $740K as of Q2 2026.
Westover Capital Advisors sold 3,065 KKR & Co shares in Q2 2026, an estimated $297K.
KKR & Co made up 0.12% of Westover Capital Advisors's portfolio in Q2 2026, its #121 holding.
Westover Capital Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Westover Capital Advisors's KKR & Co position peaked at $1.65M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.