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Beacon Capital Management LLC (Tennessee)’s KKR & Co KKR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-331
Closed -$44.1K – 616
2025
Q2 		$44.1K Sell
331
-51
-13% -$5.97K 0.01% 363
2025
Q1 		$44.2K Buy
382
+56
+17% +$7.71K 0.01% 330
2024
Q4 		$48.2K Hold
326
– – 0.01% 308
2024
Q3 		$42.6K Buy
326
+240
+279% +$28.4K 0.01% 350
2024
Q2 		$9.07K Hold
86
– – ﹤0.01% 584
2024
Q1 		$8.65K Buy
+86
New +$7.91K ﹤0.01% 598

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State Street
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s KKR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 331 shares — an estimated $44.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in KKR in Q1 2024 and held it in 6 quarters. The position peaked at $48.2K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 331 KKR & Co shares in Q3 2025, an estimated $44.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in KKR & Co in Q1 2024 and held it in 6 quarters.
  • Beacon Capital Management LLC (Tennessee)'s KKR & Co position peaked at $48.2K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.