Bellwether Advisors’s KKR & Co KKR Stock Holding History

Bellwether Advisors’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	-7,759	Closed	-$1.01M	–	146
2025 Q3	$1.01M	Buy	+7,759	New	+$1.1M	0.17%	81
2023 Q4	–	Sell	-23,505	Closed	-$1.45M	–	127
2023 Q3	$1.45M	Buy	+23,505	New	+$1.43M	0.39%	56
2022 Q2	–	Sell	-25	Closed	-$1K	–	491
2022 Q1	$1K	Sell	25 -15,713	-100%	-$989K	﹤0.01%	508
2021 Q4	$1.17M	Buy	15,738 +15,644	+16,643%	+$1.15M	0.36%	54
2021 Q3	$5K	Sell	94 -17,056	-99%	-$1.07M	﹤0.01%	368
2021 Q2	$1.01M	Buy	+17,150	New	+$952K	0.35%	60
2021 Q1	–	Sell	-8,302	Closed	-$336K	–	406
2020 Q4	$336K	Buy	+8,302	New	+$314K	0.15%	87

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bellwether Advisors's KKR Position: Q4 2025 in Review

Bellwether Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 7,759 shares — an estimated $1.01M sold.

Bellwether Advisors first reported a position in KKR in Q4 2020 and held it in 7 quarters. The position peaked at $1.45M in Q3 2023. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Bellwether Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Bellwether Advisors sold 7,759 KKR & Co shares in Q4 2025, an estimated $1.01M.
Bellwether Advisors first reported a position in KKR & Co in Q4 2020 and held it in 7 quarters.
Bellwether Advisors's KKR & Co position peaked at $1.45M in Q3 2023.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.