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Birch Financial Group’s KKR & Co KKR Stock Holding History

Birch Financial Group’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
-1,727
Closed -$224K – 142
2025
Q3 		$224K Buy
1,727
+28
+2% +$3.98K 0.13% 115
2025
Q2 		$226K Buy
+1,699
New +$199K 0.18% 100

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Birch Financial Group's KKR Position: Q4 2025 in Review

Birch Financial Group sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,727 shares — an estimated $224K sold.

Birch Financial Group first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 1,403 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Birch Financial Group reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Birch Financial Group sold 1,727 KKR & Co shares in Q4 2025, an estimated $224K.
  • Birch Financial Group first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
  • Birch Financial Group's KKR & Co position peaked at $226K in Q2 2025.
  • 1,403 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.