Creative Financial Designs’s KKR & Co KKR Stock Holding History

Creative Financial Designs’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	$11K	Buy	119 +10	+9%	+$1.05K	﹤0.01%	1382
2025 Q4	$13.9K	Hold	109	–	–	﹤0.01%	1265
2025 Q3	$14.2K	Hold	109	–	–	﹤0.01%	1258
2025 Q2	$14.5K	Sell	109 -7	-6%	-$819	﹤0.01%	1228
2025 Q1	$13.4K	Buy	116 +7	+6%	+$963	﹤0.01%	1210
2024 Q4	$16.1K	Buy	109 +1	+0.9%	+$147	﹤0.01%	1104
2024 Q3	$14.2K	Hold	108	–	–	﹤0.01%	1103
2024 Q2	$11.4K	Hold	108	–	–	﹤0.01%	1119
2024 Q1	$10.9K	Hold	108	–	–	﹤0.01%	1119
2023 Q4	$8.94K	Sell	108 -99	-48%	-$6.7K	﹤0.01%	1121
2023 Q3	$12.8K	Hold	207	–	–	﹤0.01%	962
2023 Q2	$11.6K	Buy	207 +1	+0.5%	+$52	﹤0.01%	977
2023 Q1	$10.8K	Hold	206	–	–	﹤0.01%	941
2022 Q4	$9.55K	Buy	206 +1	+0.5%	+$49	﹤0.01%	908
2022 Q3	$9K	Hold	205	–	–	﹤0.01%	913
2022 Q2	$9K	Buy	205 +1	+0.5%	+$52	﹤0.01%	887
2022 Q1	$12K	Buy	204 +1	+0.5%	+$63	﹤0.01%	869
2021 Q4	$15K	Hold	203	–	–	﹤0.01%	821
2021 Q3	$12K	Hold	203	–	–	﹤0.01%	974
2021 Q2	$12K	Buy	203 +1	+0.5%	+$55	﹤0.01%	983
2021 Q1	$10K	Buy	202 +1	+0.5%	+$45	﹤0.01%	935
2020 Q4	$8K	Hold	201	–	–	﹤0.01%	901
2020 Q3	$7K	Buy	201 +1	+0.5%	+$35	﹤0.01%	873
2020 Q2	$6K	Buy	+200	New	+$5.37K	﹤0.01%	848

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

Creative Financial Designs's KKR Position: Q1 2026 in Review

Creative Financial Designs increased its KKR & Co (KKR) stake by 9.2% in Q1 2026, buying an estimated $1.05K and bringing the position to 119 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Creative Financial Designs first reported a position in KKR in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.1K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Creative Financial Designs held 119 shares of KKR & Co worth $11K as of Q1 2026.
Creative Financial Designs bought 10 KKR & Co shares in Q1 2026, an estimated $1.05K.
KKR & Co made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1382 holding.
Creative Financial Designs first reported a position in KKR & Co in Q2 2020 and has held it in 24 quarters since.
Creative Financial Designs's KKR & Co position peaked at $16.1K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.