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World Investment Advisors’s KKR & Co KKR Stock Holding History

World Investment 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 		$2.39M Sell
25,869
-982
-4% -$95.2K 0.04% 430
2026
Q1 		$2.48M Sell
26,851
-2,541
-9% -$268K 0.04% 422
2025
Q4 		$3.75M Buy
29,392
+6,089
+26% +$757K 0.06% 321
2025
Q3 		$3.03M Sell
23,303
-869
-4% -$123K 0.06% 317
2025
Q2 		$3.22M Buy
24,172
+2,520
+12% +$295K 0.07% 284
2025
Q1 		$2.5M Sell
21,652
-756
-3% -$104K 0.07% 313
2024
Q4 		$3.31M Buy
22,408
+2,212
+11% +$325K 0.09% 252
2024
Q3 		$2.64M Buy
20,196
+2,954
+17% +$350K 0.08% 259
2024
Q2 		$1.81M Buy
17,242
+587
+4% +$59.8K 0.11% 174
2024
Q1 		$1.68M Buy
+16,655
New +$1.53M 0.24% 90

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

World Investment Advisors's KKR Position: Q2 2026 in Review

World Investment Advisors reduced its KKR & Co (KKR) stake by 3.7% in Q2 2026, selling an estimated $95.2K and leaving 25,869 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #430.

World Investment Advisors first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • World Investment Advisors held 25,869 shares of KKR & Co worth $2.39M as of Q2 2026.
  • World Investment Advisors sold 982 KKR & Co shares in Q2 2026, an estimated $95.2K.
  • KKR & Co made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #430 holding.
  • World Investment Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • World Investment Advisors's KKR & Co position peaked at $3.75M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.