Crumly & Associates’s KKR & Co KKR Stock Holding History

Crumly & Associates’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	-2,314	Closed	-$301K	–	213
2025 Q3	$301K	Buy	2,314 +797	+53%	+$113K	0.07%	148
2025 Q2	$202K	Buy	+1,517	New	+$178K	0.05%	155

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 $3.37T AUM 44.26% 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

Crumly & Associates's KKR Position: Q4 2025 in Review

Crumly & Associates sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,314 shares — an estimated $301K sold.

Crumly & Associates first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $301K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Crumly & Associates reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Crumly & Associates sold 2,314 KKR & Co shares in Q4 2025, an estimated $301K.
Crumly & Associates first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
Crumly & Associates's KKR & Co position peaked at $301K in Q3 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Crumly & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.