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

Aprio 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
-2,767
Closed -$353K – 625
2025
Q4 		$353K Buy
2,767
+58
+2% +$7.21K 0.02% 396
2025
Q3 		$352K Buy
2,709
+311
+13% +$44.1K 0.04% 293
2025
Q2 		$319K Buy
+2,398
New +$281K 0.04% 274

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

Aprio Wealth Management's KKR Position: Q1 2026 in Review

Aprio Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,767 shares — an estimated $353K sold.

Aprio Wealth Management first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $353K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Aprio Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,767 KKR & Co shares in Q1 2026, an estimated $353K.
  • Aprio Wealth Management first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Aprio Wealth Management's KKR & Co position peaked at $353K in Q4 2025.
  • 1,288 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.