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

FSA 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
2025
Q3 		$4.42K Hold
34
– – ﹤0.01% 418
2025
Q2 		$4.52K Hold
34
– – ﹤0.01% 398
2025
Q1 		$3.93K Hold
34
– – ﹤0.01% 380
2024
Q4 		$5.03K Hold
34
– – ﹤0.01% 389
2024
Q3 		$4.44K Buy
+34
New +$4.02K ﹤0.01% 414
2024
Q1 		$3.42K Hold
34
– – ﹤0.01% 492
2023
Q4 		$3K Buy
+34
New +$2.3K ﹤0.01% 493

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSA Wealth Management's KKR Position: Q3 2025 in Review

FSA Wealth Management held its KKR & Co (KKR) position steady in Q3 2025 at 34 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

FSA Wealth Management first reported a position in KKR in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.03K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • FSA Wealth Management held 34 shares of KKR & Co worth $4.42K as of Q3 2025.
  • FSA Wealth Management left its KKR & Co share count unchanged in Q3 2025.
  • KKR & Co made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #418 holding.
  • FSA Wealth Management first reported a position in KKR & Co in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's KKR & Co position peaked at $5.03K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.