Alpha Wealth Funds’s KKR & Co KKR Stock Holding History

Alpha Wealth Funds’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	–	Sell	-1,700	Closed	-$210K	–	57
2025 Q3	$210K	Hold	1,700	–	–	0.15%	37
2025 Q2	$228K	Buy	+1,700	New	+$199K	0.19%	34

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 Wealth Funds's KKR Position: Q4 2025 in Review

Alpha Wealth Funds sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,700 shares — an estimated $210K sold.

Alpha Wealth Funds first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Alpha Wealth Funds reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Alpha Wealth Funds sold 1,700 KKR & Co shares in Q4 2025, an estimated $210K.
Alpha Wealth Funds first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
Alpha Wealth Funds's KKR & Co position peaked at $228K in Q2 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Alpha Wealth Funds's 13F filing for Q4 2025, filed 2 Feb 2026.