Better Money Decisions’s KKR & Co KKR Stock Holding History

Better Money Decisions’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 Q2	$249K	Hold	1,872	–	–	0.15%	67
2025 Q1	$216K	Hold	1,872	–	–	0.14%	67
2024 Q4	$277K	Sell	1,872 -192	-9%	-$28.2K	0.19%	59
2024 Q3	$270K	Hold	2,064	–	–	0.19%	58
2024 Q2	$217K	Sell	2,064 -5	-0.2%	-$509	0.16%	62
2024 Q1	$208K	Buy	+2,069	New	+$190K	0.17%	66
2022 Q3	–	Sell	-2,064	Closed	-$96K	–	256
2022 Q2	$96K	Buy	+2,064	New	+$108K	0.08%	101
2021 Q4	–	Sell	-2,061	Closed	-$125K	–	336
2021 Q3	$125K	Buy	2,061 +5	+0.2%	+$314	0.1%	93
2021 Q2	$122K	Buy	2,056 +5	+0.2%	+$277	0.11%	89
2021 Q1	$100K	Buy	+2,051	New	+$91.8K	0.1%	83

Other funds holding KKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Better Money Decisions's KKR Position: Q2 2025 in Review

Better Money Decisions held its KKR & Co (KKR) position steady in Q2 2025 at 1,872 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #67.

Better Money Decisions first reported a position in KKR in Q1 2021 and has held it in 10 quarters since. The position peaked at $277K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

Better Money Decisions held 1,872 shares of KKR & Co worth $249K as of Q2 2025.
Better Money Decisions left its KKR & Co share count unchanged in Q2 2025.
KKR & Co made up 0.15% of Better Money Decisions's portfolio in Q2 2025, its #67 holding.
Better Money Decisions first reported a position in KKR & Co in Q1 2021 and has held it in 10 quarters since.
Better Money Decisions's KKR & Co position peaked at $277K in Q4 2024.
1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.