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Aspen Grove Capital’s KKR & Co KKR Stock Holding History

Aspen Grove Capital’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
-2,062
Closed -$268K – 211
2025
Q3 		$268K Sell
2,062
-516
-20% -$73.2K 0.05% 162
2025
Q2 		$343K Sell
2,578
-400
-13% -$46.8K 0.06% 146
2025
Q1 		$344K Buy
2,978
+1
+0% +$138 0.07% 143
2024
Q4 		$440K Buy
2,977
+1
+0% +$147 0.09% 111
2024
Q3 		$389K Buy
2,976
+3
+0.1% +$355 0.09% 124
2024
Q2 		$313K Sell
2,973
-315
-10% -$32.1K 0.07% 143
2024
Q1 		$331K Sell
3,288
-145
-4% -$13.3K 0.09% 132
2023
Q4 		$286K Sell
3,433
-49
-1% -$3.32K 0.09% 127
2023
Q3 		$214K Buy
+3,482
New +$211K 0.08% 148

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

Aspen Grove Capital's KKR Position: Q4 2025 in Review

Aspen Grove Capital sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,062 shares — an estimated $268K sold.

Aspen Grove Capital first reported a position in KKR in Q3 2023 and held it in 9 quarters. The position peaked at $440K in Q4 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Aspen Grove Capital reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Aspen Grove Capital sold 2,062 KKR & Co shares in Q4 2025, an estimated $268K.
  • Aspen Grove Capital first reported a position in KKR & Co in Q3 2023 and held it in 9 quarters.
  • Aspen Grove Capital's KKR & Co position peaked at $440K in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Aspen Grove Capital's 13F filing for Q4 2025, filed 17 Feb 2026.