FourThought Financial Partners’s KKR & Co KKR Stock Holding History

FourThought Financial 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	$268K	Buy	2,892 +321	+12%	+$33.8K	0.02%	291
2025 Q4	$328K	Sell	2,571 -858	-25%	-$107K	0.03%	300
2025 Q3	$446K	Buy	3,429 +1,562	+84%	+$222K	0.04%	204
2025 Q2	$248K	Sell	1,867 -116	-6%	-$13.6K	0.02%	260
2025 Q1	$229K	Buy	1,983 +307	+18%	+$42.2K	0.02%	285
2024 Q4	$248K	Buy	+1,676	New	+$246K	0.03%	273

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

FourThought Financial Partners's KKR Position: Q1 2026 in Review

FourThought Financial Partners increased its KKR & Co (KKR) stake by 12% in Q1 2026, buying an estimated $33.8K and bringing the position to 2,892 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #291.

FourThought Financial Partners first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

FourThought Financial Partners held 2,892 shares of KKR & Co worth $268K as of Q1 2026.
FourThought Financial Partners bought 321 KKR & Co shares in Q1 2026, an estimated $33.8K.
KKR & Co made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #291 holding.
FourThought Financial Partners first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
FourThought Financial Partners's KKR & Co position peaked at $446K in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.