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BFC Planning, Inc.’s KKR & Co KKR Stock Holding History

BFC Planning, Inc.’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
Q2 		$846K Sell
9,215
-285
-3% -$27.6K 0.03% 448
2026
Q1 		$879K Sell
9,500
-35
-0.4% -$3.69K 0.04% 394
2025
Q4 		$1.22M Buy
9,535
+6,699
+236% +$833K 0.05% 324
2025
Q3 		$369K Sell
2,836
-356
-11% -$50.5K 0.03% 465
2025
Q2 		$425K Sell
3,192
-331
-9% -$38.7K 0.03% 400
2025
Q1 		$407K Sell
3,523
-114
-3% -$15.7K 0.04% 381
2024
Q4 		$538K Buy
+3,637
New +$534K 0.04% 315

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s KKR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its KKR & Co (KKR) stake by 3% in Q2 2026, selling an estimated $27.6K and leaving 9,215 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #448.

BFC Planning, Inc. first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • BFC Planning, Inc. held 9,215 shares of KKR & Co worth $846K as of Q2 2026.
  • BFC Planning, Inc. sold 285 KKR & Co shares in Q2 2026, an estimated $27.6K.
  • KKR & Co made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #448 holding.
  • BFC Planning, Inc. first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s KKR & Co position peaked at $1.22M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.