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Accredited Wealth Management’s KKR & Co KKR Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$18.2K Buy
1,732
+1,592
+1,137% +$226K 0.01% 204
2025
Q2 		$18.6K Hold
140
– – 0.02% 204
2025
Q1 		$16.2K Buy
+140
New +$19.3K 0.01% 201

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's KKR Position: Q3 2025 in Review

Accredited Wealth Management increased its KKR & Co (KKR) stake by 1,137% in Q3 2025, buying an estimated $226K and bringing the position to 1,732 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #204.

Accredited Wealth Management first reported a position in KKR in Q1 2025 and has held it in 3 quarters since. The position peaked at $18.6K in Q2 2025. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Accredited Wealth Management held 1,732 shares of KKR & Co worth $18.2K as of Q3 2025.
  • Accredited Wealth Management bought 1,592 KKR & Co shares in Q3 2025, an estimated $226K.
  • KKR & Co made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #204 holding.
  • Accredited Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's KKR & Co position peaked at $18.6K in Q2 2025.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.