BFS
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Bare Financial Services’s KKR & Co KKR Stock Holding History

Bare Financial Services’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
-49
Closed -$6.25K – 1813
2025
Q4 		$6.25K Sell
49
-2
-4% -$249 ﹤0.01% 447
2025
Q3 		$6.63K Buy
51
+3
+6% +$426 ﹤0.01% 416
2025
Q2 		$6.38K Buy
48
+38
+380% +$4.45K ﹤0.01% 347
2025
Q1 		$1.16K Buy
+10
New +$1.38K ﹤0.01% 501

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bare Financial Services's KKR Position: Q1 2026 in Review

Bare Financial Services sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 49 shares — an estimated $6.25K sold.

Bare Financial Services first reported a position in KKR in Q1 2025 and held it in 4 quarters. The position peaked at $6.63K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Bare Financial Services reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 49 KKR & Co shares in Q1 2026, an estimated $6.25K.
  • Bare Financial Services first reported a position in KKR & Co in Q1 2025 and held it in 4 quarters.
  • Bare Financial Services's KKR & Co position peaked at $6.63K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.