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

FFT 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
2026
Q1 		– Sell
-2,146
Closed -$274K – 105
2025
Q4 		$274K Buy
2,146
+291
+16% +$36.2K 0.05% 72
2025
Q3 		$241K Hold
1,855
– – 0.04% 81
2025
Q2 		$264K Buy
+1,855
New +$217K 0.05% 88
2025
Q1 		– Sell
-4,189
Closed -$620K – 147
2024
Q4 		$620K Buy
4,189
+1,650
+65% +$242K 0.05% 85
2024
Q3 		$332K Buy
2,539
+106
+4% +$12.5K 0.03% 124
2024
Q2 		$256K Buy
+2,433
New +$248K 0.02% 133

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FFT Wealth Management's KKR Position: Q1 2026 in Review

FFT Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,146 shares — an estimated $274K sold.

FFT Wealth Management first reported a position in KKR in Q2 2024 and held it in 6 quarters. The position peaked at $620K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • FFT Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • FFT Wealth Management sold 2,146 KKR & Co shares in Q1 2026, an estimated $274K.
  • FFT Wealth Management first reported a position in KKR & Co in Q2 2024 and held it in 6 quarters.
  • FFT Wealth Management's KKR & Co position peaked at $620K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on FFT Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.