CAWM
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Capital A Wealth Management’s KKR & Co KKR Stock Holding History

Capital A Wealth Management’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 		– Sell
-6
Closed -$694 – 663
2025
Q1 		$694 Buy
+6
New +$825 ﹤0.01% 585

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State Street
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Wellington Management Group
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Massachusetts Financial Services
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital A Wealth Management's KKR Position: Q2 2025 in Review

Capital A Wealth Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 6 shares — an estimated $694 sold.

Capital A Wealth Management first reported a position in KKR in Q1 2025 and held it in 1 quarter. The position peaked at $694 in Q1 2025. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Capital A Wealth Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 KKR & Co shares in Q2 2025, an estimated $694.
  • Capital A Wealth Management first reported a position in KKR & Co in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's KKR & Co position peaked at $694 in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.