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

Gitterman 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 		$461K Hold
3,551
– – 0.11% 56
2025
Q2 		$472K Hold
3,551
– – 0.11% 49
2025
Q1 		$411K Hold
3,551
– – 0.11% 50
2024
Q4 		$525K Hold
3,551
– – 0.22% 34
2024
Q3 		$464K Hold
3,551
– – 0.19% 32
2024
Q2 		$374K Hold
3,551
– – 0.14% 43
2024
Q1 		$357K Hold
3,551
– – 0.14% 44
2023
Q4 		$294K Hold
3,551
– – 0.13% 50
2023
Q3 		$219K Buy
+3,551
New +$216K 0.1% 63
2022
Q2 		– Sell
-3,551
Closed -$208K – 88
2022
Q1 		$208K Buy
+3,551
New +$224K 0.17% 87

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

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

Gitterman Wealth Management held its KKR & Co (KKR) position steady in Q3 2025 at 3,551 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #56.

Gitterman Wealth Management first reported a position in KKR in Q1 2022 and has held it in 10 quarters since. The position peaked at $525K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Gitterman Wealth Management held 3,551 shares of KKR & Co worth $461K as of Q3 2025.
  • Gitterman Wealth Management left its KKR & Co share count unchanged in Q3 2025.
  • KKR & Co made up 0.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #56 holding.
  • Gitterman Wealth Management first reported a position in KKR & Co in Q1 2022 and has held it in 10 quarters since.
  • Gitterman Wealth Management's KKR & Co position peaked at $525K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.