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Arete Wealth Advisors’s KKR & Co KKR Stock Holding History

Arete Wealth Advisors’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
-6,279
Closed -$816K – 572
2025
Q3 		$816K Sell
6,279
-251
-4% -$35.6K 0.05% 323
2025
Q2 		$869K Sell
6,530
-1,495
-19% -$175K 0.06% 282
2025
Q1 		$928K Sell
8,025
-897
-10% -$123K 0.07% 256
2024
Q4 		$1.32M Buy
8,922
+2,749
+45% +$403K 0.1% 212
2024
Q3 		$804K Sell
6,173
-936
-13% -$111K 0.07% 264
2024
Q2 		$748K Buy
+7,109
New +$724K 0.06% 300
2024
Q1 		– Sell
-6,077
Closed -$504K – 564
2023
Q4 		$504K Sell
6,077
-1,304
-18% -$88.3K 0.04% 400
2023
Q3 		$455K Buy
7,381
+380
+5% +$23.1K 0.08% 253
2023
Q2 		$392K Sell
7,001
-874
-11% -$45.8K 0.03% 419
2023
Q1 		$414K Sell
7,875
-15
-0.2% -$805 0.03% 386
2022
Q4 		$366M Sell
7,890
-1,813
-19% -$88.4K 0.03% 404
2022
Q3 		$417K Buy
9,703
+4,337
+81% +$219K 0.04% 335
2022
Q2 		$249K Buy
5,366
+1,206
+29% +$63.3K 0.03% 378
2022
Q1 		$243K Buy
+4,160
New +$262K 0.02% 433
2021
Q2 		– Sell
-5,024
Closed -$239K – 410
2021
Q1 		$239K Sell
5,024
-1,236
-20% -$55.3K 0.03% 355
2020
Q4 		$248K Buy
6,260
+314
+5% +$11.9K 0.04% 342
2020
Q3 		$209K Buy
+5,946
New +$208K 0.03% 349
2020
Q2 		– Sell
-11,082
Closed -$260K – 390
2020
Q1 		$260K Sell
11,082
-1,337
-11% -$38.4K 0.05% 264
2019
Q4 		$362K Sell
12,419
-2,525
-17% -$71.9K 0.06% 270
2019
Q3 		$401K Buy
14,944
+695
+5% +$18.3K 0.08% 250
2019
Q2 		$360K Sell
14,249
-324
-2% -$7.76K 0.07% 272
2019
Q1 		$342K Sell
14,573
-1,129
-7% -$25.7K 0.07% 265
2018
Q4 		$308K Buy
15,702
+4,839
+45% +$111K 0.07% 268
2018
Q3 		$296K Buy
+10,863
New +$290K 0.07% 272

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arete Wealth Advisors's KKR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 6,279 shares — an estimated $816K sold.

Arete Wealth Advisors first reported a position in KKR in Q3 2018 and held it in 24 quarters. The position peaked at $366M in Q4 2022. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,279 KKR & Co shares in Q4 2025, an estimated $816K.
  • Arete Wealth Advisors first reported a position in KKR & Co in Q3 2018 and held it in 24 quarters.
  • Arete Wealth Advisors's KKR & Co position peaked at $366M in Q4 2022.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.