FWP
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Firethorn Wealth Partners’s KKR & Co KKR Stock Holding History

Firethorn Wealth Partners’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 		$559K Sell
6,039
-421
-7% -$44.4K 0.2% 103
2025
Q4 		$824K Buy
6,460
+419
+7% +$52.1K 0.31% 77
2025
Q3 		$785K Buy
6,041
+13
+0.2% +$1.84K 0.31% 72
2025
Q2 		$802K Sell
6,028
-697
-10% -$81.6K 0.35% 66
2025
Q1 		$777K Sell
6,725
-148
-2% -$20.4K 0.37% 58
2024
Q4 		$1.02M Sell
6,873
-67
-1% -$9.83K 0.51% 41
2024
Q3 		$906K Buy
6,940
+6
+0.1% +$710 0.46% 46
2024
Q2 		$730K Sell
6,934
-455
-6% -$46.3K 0.41% 53
2024
Q1 		$743K Sell
7,389
-335
-4% -$30.8K 0.44% 47
2023
Q4 		$640K Sell
7,724
-108
-1% -$7.31K 0.42% 49
2023
Q3 		$482K Sell
7,832
-65
-0.8% -$3.95K 0.37% 55
2023
Q2 		$442K Sell
7,897
-131
-2% -$6.86K 0.33% 59
2023
Q1 		$428K Buy
8,028
+18
+0.2% +$966 0.33% 59
2022
Q4 		$372K Sell
8,010
-35
-0.4% -$1.71K 0.31% 70
2022
Q3 		$346K Sell
8,045
-190
-2% -$9.6K 0.32% 74
2022
Q2 		$457K Buy
8,235
+19
+0.2% +$997 0.37% 64
2022
Q1 		$480K Buy
8,216
+18
+0.2% +$1.13K 0.36% 66
2021
Q4 		$611K Buy
+8,198
New +$605K 0.46% 52
2021
Q2 		$484K Sell
8,171
-24
-0.3% -$1.33K 0.4% 58
2021
Q1 		$400K Buy
8,195
+20
+0.2% +$895 0.37% 68
2020
Q4 		$331K Buy
+8,175
New +$309K 0.36% 65

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return