Bravera Wealth’s KKR & Co KKR Stock Holding History

Bravera Wealth’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	-46	Closed	-$5.86K	–	464
2025 Q4	$5.86K	Buy	+46	New	+$5.72K	﹤0.01%	334

Other funds holding KKR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bravera Wealth's KKR Position: Q1 2026 in Review

Bravera Wealth sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 46 shares — an estimated $5.86K sold.

Bravera Wealth first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $5.86K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Bravera Wealth reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 46 KKR & Co shares in Q1 2026, an estimated $5.86K.
Bravera Wealth first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
Bravera Wealth's KKR & Co position peaked at $5.86K in Q4 2025.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.