GoalVest Advisory’s KKR & Co KKR Stock Holding History

GoalVest Advisory’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	–	Sell	-76	Closed	-$9.69K	–	504
2025 Q4	$9.69K	Buy	+76	New	+$9.45K	﹤0.01%	421

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 $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

GoalVest Advisory's KKR Position: Q1 2026 in Review

GoalVest Advisory sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 76 shares — an estimated $9.69K sold.

GoalVest Advisory first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $9.69K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

GoalVest Advisory reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 76 KKR & Co shares in Q1 2026, an estimated $9.69K.
GoalVest Advisory first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's KKR & Co position peaked at $9.69K in Q4 2025.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.