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Carolina Wealth Advisors’s KKR & Co KKR Stock Holding History

Carolina Wealth Advisors’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
-134
Closed -$17.4K – 281
2025
Q3 		$17.4K Hold
134
– – 0.01% 147
2025
Q2 		$17.8K Hold
134
– – 0.01% 126
2025
Q1 		$15.5K Hold
134
– – 0.01% 122
2024
Q4 		$19.8K Hold
134
– – 0.01% 125
2024
Q3 		$17.5K Buy
+134
New +$15.9K 0.01% 145

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carolina Wealth Advisors's KKR Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 134 shares — an estimated $17.4K sold.

Carolina Wealth Advisors first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $19.8K in Q4 2024. 1,406 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 134 KKR & Co shares in Q4 2025, an estimated $17.4K.
  • Carolina Wealth Advisors first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's KKR & Co position peaked at $19.8K in Q4 2024.
  • 1,406 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.