Enclave Advisors’s KKR & Co KKR Stock Holding History

Enclave Advisors’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	-3,744	Closed	-$487K	–	128
2025 Q3	$487K	Buy	3,744 +1,729	+86%	+$245K	0.07%	79
2025 Q2	$268K	Buy	+2,015	New	+$236K	0.04%	102

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

Enclave Advisors's KKR Position: Q4 2025 in Review

Enclave Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 3,744 shares — an estimated $487K sold.

Enclave Advisors first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $487K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Enclave Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Enclave Advisors sold 3,744 KKR & Co shares in Q4 2025, an estimated $487K.
Enclave Advisors first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
Enclave Advisors's KKR & Co position peaked at $487K in Q3 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Enclave Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.