Cassaday & Co Wealth Management’s KKR & Co KKR Stock Holding History

Cassaday & Co 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
2026 Q1	$535K	Buy	5,781 +1,487	+35%	+$157K	0.01%	206
2025 Q4	$547K	Buy	4,294 +3	+0.1%	+$373	0.01%	206
2025 Q3	$558K	Buy	4,291 +2	+0%	+$284	0.01%	201
2025 Q2	$571K	Buy	+4,289	New	+$502K	0.01%	198
2025 Q1	–	Sell	-1,718	Closed	-$254K	–	331
2024 Q4	$254K	Buy	1,718 +3	+0.2%	+$440	0.01%	278
2024 Q3	$224K	Buy	+1,715	New	+$203K	0.01%	284

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

Cassaday & Co Wealth Management's KKR Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its KKR & Co (KKR) stake by 35% in Q1 2026, buying an estimated $157K and bringing the position to 5,781 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #206.

Cassaday & Co Wealth Management first reported a position in KKR in Q3 2024 and has held it in 6 quarters since. The position peaked at $571K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Cassaday & Co Wealth Management held 5,781 shares of KKR & Co worth $535K as of Q1 2026.
Cassaday & Co Wealth Management bought 1,487 KKR & Co shares in Q1 2026, an estimated $157K.
KKR & Co made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #206 holding.
Cassaday & Co Wealth Management first reported a position in KKR & Co in Q3 2024 and has held it in 6 quarters since.
Cassaday & Co Wealth Management's KKR & Co position peaked at $571K in Q2 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.