Clearstead Trust’s KKR & Co KKR Stock Holding History

Clearstead Trust’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	-208	Closed	-$27K	–	1280
2025 Q3	$27K	Hold	208	–	–	﹤0.01%	392
2025 Q2	$27.7K	Buy	+208	New	+$24.3K	0.01%	374

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clearstead Trust's KKR Position: Q4 2025 in Review

Clearstead Trust sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 208 shares — an estimated $27K sold.

Clearstead Trust first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $27.7K in Q2 2025. 1,408 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Clearstead Trust reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 208 KKR & Co shares in Q4 2025, an estimated $27K.
Clearstead Trust first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
Clearstead Trust's KKR & Co position peaked at $27.7K in Q2 2025.
1,408 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.