AWA
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Aaron Wealth Advisors’s KKR & Co KKR Stock Holding History

Aaron Wealth 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 		$392K Sell
4,237
-1,467
-26% -$155K 0.02% 460
2025
Q4 		$727K Buy
5,704
+1,491
+35% +$185K 0.04% 332
2025
Q3 		$547K Buy
4,213
+207
+5% +$29.4K 0.03% 389
2025
Q2 		$533K Buy
4,006
+63
+2% +$7.38K 0.05% 218
2025
Q1 		$456K Buy
3,943
+191
+5% +$26.3K 0.05% 238
2024
Q4 		$555K Buy
3,752
+64
+2% +$9.39K 0.06% 185
2024
Q3 		$482K Buy
3,688
+457
+14% +$54.1K 0.06% 196
2024
Q2 		$340K Buy
3,231
+587
+22% +$59.8K 0.05% 213
2024
Q1 		$266K Buy
+2,644
New +$243K 0.04% 238
2023
Q4 		– Sell
-26,861
Closed -$1.65M – 273
2023
Q3 		$1.65M Buy
26,861
+198
+0.7% +$12K 0.21% 68
2023
Q2 		$1.49M Buy
26,663
+145
+0.5% +$7.6K 0.19% 78
2023
Q1 		$1.39M Buy
26,518
+86
+0.3% +$4.62K 0.19% 82
2022
Q4 		$1.23M Buy
26,432
+249
+1% +$12.1K 0.18% 87
2022
Q3 		$1.13M Buy
+26,183
New +$1.32M 0.21% 72

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