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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KKR overviewAll 13F holders of KKRFull Q2 2026 holdings

Shares (Q2 2026)
108,313
Value
$9.94M
% of portfolio
0.3%
Quarters held
16
Since Q3 2022
Holdings of KKR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,313$9.94M0.3%−7,496−6.5%ReducedHolders
Q1 2026115,809$10.7M0.3%+12,616+12.2%AddedHolders
Q4 2025103,193$13.2M0.5%+1,902+1.9%AddedHolders
Q3 2025101,291$13.2M0.5%+900+0.9%AddedHolders
Q2 2025100,391$13.4M0.6%+2,827+2.9%AddedHolders
Q1 202597,564$11.3M0.6%−474−0.5%ReducedHolders
Q4 202498,038$14.5M0.8%−304−0.3%ReducedHolders
Q3 202498,342$12.8M0.8%−1,089−1.1%ReducedHolders
Q2 202499,431$12.3M0.8%+1,876+1.9%AddedHolders
Q1 202497,555$9.08M0.7%−1,874−1.9%ReducedHolders
Q4 202399,429$8.24M0.8%−4,102−4.0%ReducedHolders
Q3 2023103,531$6.38M0.7%+1,762+1.7%AddedHolders
Q2 2023101,769$5.70M0.6%+211+0.2%AddedHolders
Q1 2023101,558$5.33M0.7%+990+1.0%AddedHolders
Q4 2022100,568$4.67M0.7%+100,551+591,476.5%AddedHolders
Q3 202217$1.00K<0.1%+17NewHolders