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Wilkerson Advisory Group’s KKR & Co KKR Stock Holding History

Wilkerson Advisory Group’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 		$24.9K Buy
271
+33
+14% +$3.2K 0.01% 304
2026
Q1 		$22K Buy
238
+137
+136% +$14.4K 0.01% 290
2025
Q4 		$12.9K Buy
+101
New +$12.6K ﹤0.01% 296

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's KKR Position: Q2 2026 in Review

Wilkerson Advisory Group increased its KKR & Co (KKR) stake by 14% in Q2 2026, buying an estimated $3.2K and bringing the position to 271 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #304.

Wilkerson Advisory Group first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wilkerson Advisory Group held 271 shares of KKR & Co worth $24.9K as of Q2 2026.
  • Wilkerson Advisory Group bought 33 KKR & Co shares in Q2 2026, an estimated $3.2K.
  • KKR & Co made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #304 holding.
  • Wilkerson Advisory Group first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.