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CFM Wealth Partners’s KKR & Co KKR Stock Holding History

CFM Wealth Partners’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 		$3M Sell
32,470
-3,544
-10% -$374K 0.45% 48
2025
Q4 		$4.59M Buy
36,014
+1,687
+5% +$210K 0.66% 40
2025
Q3 		$4.46M Buy
34,327
+3,185
+10% +$452K 0.65% 41
2025
Q2 		$4.14M Buy
31,142
+2,927
+10% +$343K 0.66% 42
2025
Q1 		$3.26M Buy
28,215
+1,886
+7% +$259K 0.58% 44
2024
Q4 		$3.89M Buy
26,329
+703
+3% +$103K 0.66% 42
2024
Q3 		$3.35M Buy
25,626
+3,971
+18% +$470K 0.58% 42
2024
Q2 		$2.28M Buy
21,655
+4,507
+26% +$459K 0.42% 54
2024
Q1 		$1.72M Buy
17,148
+3,985
+30% +$366K 0.35% 62
2023
Q4 		$1.09M Buy
13,163
+96
+0.7% +$6.5K 0.25% 72
2023
Q3 		$805K Buy
13,067
+90
+0.7% +$5.46K 0.21% 75
2023
Q2 		$727K Sell
12,977
-276
-2% -$14.5K 0.18% 90
2023
Q1 		$696K Sell
13,253
-948
-7% -$50.9K 0.19% 89
2022
Q4 		$659K Sell
14,201
-12,293
-46% -$599K 0.2% 92
2022
Q3 		$1.14M Sell
26,494
-3,528
-12% -$178K 0.36% 62
2022
Q2 		$1.39M Sell
30,022
-1,841
-6% -$96.6K 0.42% 62
2022
Q1 		$1.86M Sell
31,863
-5,542
-15% -$349K 0.45% 59
2021
Q4 		$2.75M Buy
37,405
+23,073
+161% +$1.7M 0.61% 46
2021
Q3 		$872K Buy
14,332
+2,731
+24% +$172K 0.22% 87
2021
Q2 		$687K Buy
+11,601
New +$644K 0.18% 88

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return