BFP
KKR icon

Briaud Financial Planning’s KKR & Co KKR Stock Holding History

Briaud Financial Planning’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
-35
Closed -$4K – 201
2025
Q2 		$4K Hold
35
– – ﹤0.01% 297
2025
Q1 		$4K Hold
35
– – ﹤0.01% 169
2024
Q4 		$5K Buy
+35
New +$5.13K ﹤0.01% 156

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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Briaud Financial Planning's KKR Position: Q3 2025 in Review

Briaud Financial Planning sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 35 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in KKR in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q4 2024. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Briaud Financial Planning reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 35 KKR & Co shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in KKR & Co in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's KKR & Co position peaked at $5K in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.