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

Congress 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 		$842K Buy
6,327
+1,640
+35% +$192K 0.01% 757
2025
Q1 		$548K Buy
4,687
+2,251
+92% +$310K 0.01% 789
2024
Q4 		$360K Buy
+2,436
New +$357K 0.01% 722

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Congress Wealth Management increased its KKR & Co (KKR) stake by 35% in Q2 2025, buying an estimated $192K and bringing the position to 6,327 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #757.

Congress Wealth Management first reported a position in KKR in Q4 2024 and has held it in 3 quarters since. 1,336 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Congress Wealth Management held 6,327 shares of KKR & Co worth $842K as of Q2 2025.
  • Congress Wealth Management bought 1,640 KKR & Co shares in Q2 2025, an estimated $192K.
  • KKR & Co made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #757 holding.
  • Congress Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 3 quarters since.
  • 1,336 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

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