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Asset Planning Inc’s KKR & Co KKR Stock Holding History

Asset Planning Inc’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
Q2 		– Sell
-257
Closed -$23.8K – 338
2026
Q1 		$23.8K Sell
257
-413
-62% -$43.5K 0.02% 195
2025
Q4 		$85.4K Buy
670
+1
+0.1% +$124 0.06% 117
2025
Q3 		$87K Buy
669
+1
+0.1% +$142 0.06% 118
2025
Q2 		$88.9K Buy
668
+1
+0.1% +$117 0.07% 118
2025
Q1 		$77.1K Buy
667
+1
+0.2% +$138 0.06% 121
2024
Q4 		$98.6K Buy
+666
New +$97.7K 0.08% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's KKR Position: Q2 2026 in Review

Asset Planning Inc sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 257 shares — an estimated $23.8K sold.

Asset Planning Inc first reported a position in KKR in Q4 2024 and held it in 6 quarters. The position peaked at $98.6K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Asset Planning Inc reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Asset Planning Inc sold 257 KKR & Co shares in Q2 2026, an estimated $23.8K.
  • Asset Planning Inc first reported a position in KKR & Co in Q4 2024 and held it in 6 quarters.
  • Asset Planning Inc's KKR & Co position peaked at $98.6K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.