Asset Advisory Group’s KKR & Co KKR Stock Holding History

Asset Advisory Group’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	-1,677	Closed	-$214K	–	120
2025 Q4	$214K	Buy	+1,677	New	+$209K	0.11%	114

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Asset Advisory Group's KKR Position: Q1 2026 in Review

Asset Advisory Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,677 shares — an estimated $214K sold.

Asset Advisory Group first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Asset Advisory Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Asset Advisory Group sold 1,677 KKR & Co shares in Q1 2026, an estimated $214K.
Asset Advisory Group first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
Asset Advisory Group's KKR & Co position peaked at $214K in Q4 2025.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Asset Advisory Group's 13F filing for Q1 2026, filed 16 Apr 2026.