Alpha Cubed Investments’s KKR & Co KKR Stock Holding History

Alpha Cubed Investments’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 Q4	$562K	Hold	4,411	–	–	0.02%	168
2025 Q3	$573K	Sell	4,411 -90	-2%	-$12.8K	0.02%	165
2025 Q2	$599K	Sell	4,501 -29	-0.6%	-$3.4K	0.02%	162
2025 Q1	$524K	Buy	+4,530	New	+$623K	0.02%	172
2022 Q3	–	Sell	-4,540	Closed	-$210K	–	295
2022 Q2	$210K	Buy	4,540 +190	+4%	+$9.97K	0.02%	282
2022 Q1	$254K	Buy	+4,350	New	+$274K	0.02%	280

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alpha Cubed Investments's KKR Position: Q4 2025 in Review

Alpha Cubed Investments held its KKR & Co (KKR) position steady in Q4 2025 at 4,411 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #168.

Alpha Cubed Investments first reported a position in KKR in Q1 2022 and has held it in 6 quarters since. The position peaked at $599K in Q2 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Alpha Cubed Investments held 4,411 shares of KKR & Co worth $562K as of Q4 2025.
Alpha Cubed Investments left its KKR & Co share count unchanged in Q4 2025.
KKR & Co made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #168 holding.
Alpha Cubed Investments first reported a position in KKR & Co in Q1 2022 and has held it in 6 quarters since.
Alpha Cubed Investments's KKR & Co position peaked at $599K in Q2 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.