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AA Financial Advisors’s KKR & Co KKR Stock Holding History

AA Financial 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
Q1 		– Sell
-3,005
Closed -$383K – 230
2025
Q4 		$383K Buy
3,005
+152
+5% +$18.9K 0.07% 148
2025
Q3 		$371K Sell
2,853
-506
-15% -$71.8K 0.07% 136
2025
Q2 		$447K Buy
3,359
+674
+25% +$78.9K 0.1% 117
2025
Q1 		$310K Buy
2,685
+200
+8% +$27.5K 0.08% 128
2024
Q4 		$368K Buy
2,485
+632
+34% +$92.7K 0.1% 122
2024
Q3 		$242K Sell
1,853
-200
-10% -$23.7K 0.07% 151
2024
Q2 		$216K Sell
2,053
-27
-1% -$2.75K 0.08% 154
2024
Q1 		$209K Buy
+2,080
New +$191K 0.08% 149

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return