Capital Investment Advisory Services’s KKR & Co KKR Stock Holding History

Capital Investment Advisory Services’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	-1,517	Closed	-$202K	–	1119
2025 Q2	$202K	Buy	+1,517	New	+$178K	0.02%	562
2025 Q1	–	Sell	-1,515	Closed	-$224K	–	1021
2024 Q4	$224K	Sell	1,515 -205	-12%	-$30.1K	0.02%	467
2024 Q3	$225K	Buy	+1,720	New	+$204K	0.02%	472
2019 Q4	–	Sell	-4,244	Closed	-$114K	–	929
2019 Q3	$114K	Sell	4,244 -2,095	-33%	-$55.3K	0.03%	361
2019 Q2	$166K	Buy	6,339 +1,064	+20%	+$25.5K	0.05%	304
2019 Q1	$124K	Buy	5,275 +250	+5%	+$5.69K	0.05%	291
2018 Q4	$99K	Buy	+5,025	New	+$115K	0.04%	301

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Investment Advisory Services's KKR Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,517 shares — an estimated $202K sold.

Capital Investment Advisory Services first reported a position in KKR in Q4 2018 and held it in 7 quarters. The position peaked at $225K in Q3 2024. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

Capital Investment Advisory Services reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 1,517 KKR & Co shares in Q3 2025, an estimated $202K.
Capital Investment Advisory Services first reported a position in KKR & Co in Q4 2018 and held it in 7 quarters.
Capital Investment Advisory Services's KKR & Co position peaked at $225K in Q3 2024.
1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.