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Alpha Omega Wealth Management’s KKR & Co KKR Stock Holding History

Alpha Omega 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
2026
Q1 		– Sell
-1,651
Closed -$210K – 207
2025
Q4 		$210K Hold
1,651
– – 0.03% 199
2025
Q3 		$215K Hold
1,651
– – 0.04% 197
2025
Q2 		$220K Buy
+1,651
New +$193K 0.04% 196
2025
Q1 		– Sell
-1,651
Closed -$244K – 208
2024
Q4 		$244K Hold
1,651
– – 0.05% 187
2024
Q3 		$216K Buy
+1,651
New +$195K 0.04% 196

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alpha Omega Wealth Management's KKR Position: Q1 2026 in Review

Alpha Omega Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,651 shares — an estimated $210K sold.

Alpha Omega Wealth Management first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $244K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Alpha Omega Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 1,651 KKR & Co shares in Q1 2026, an estimated $210K.
  • Alpha Omega Wealth Management first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • Alpha Omega Wealth Management's KKR & Co position peaked at $244K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q1 2026, filed 7 Apr 2026.