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

Compass 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
2025
Q2 		– Sell
-228
Closed -$26.4K – 287
2025
Q1 		$26.4K Hold
228
– – 0.01% 306
2024
Q4 		$33.7K Hold
228
– – 0.01% 280
2024
Q3 		$29.8K Hold
228
– – 0.01% 297
2024
Q2 		$24K Hold
228
– – 0.01% 313
2024
Q1 		$22.9K Buy
+228
New +$21K 0.01% 311

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Compass Wealth Management's KKR Position: Q2 2025 in Review

Compass Wealth Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 228 shares — an estimated $26.4K sold.

Compass Wealth Management first reported a position in KKR in Q1 2024 and held it in 5 quarters. The position peaked at $33.7K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Compass Wealth Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 228 KKR & Co shares in Q2 2025, an estimated $26.4K.
  • Compass Wealth Management first reported a position in KKR & Co in Q1 2024 and held it in 5 quarters.
  • Compass Wealth Management's KKR & Co position peaked at $33.7K in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.