Good Life Advisors’s KKR & Co KKR Stock Holding History

Good Life Advisors’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 Q2	$764K	Buy	5,741 +4	+0.1%	+$468	0.05%	235
2025 Q1	$663K	Buy	5,737 +7	+0.1%	+$963	0.05%	247
2024 Q4	$848K	Sell	5,730 -169	-3%	-$24.8K	0.06%	208
2024 Q3	$770K	Buy	5,899 +197	+3%	+$23.3K	0.05%	262
2024 Q2	$600K	Buy	5,702 +30	+0.5%	+$3.05K	0.05%	228
2024 Q1	$571K	Buy	5,672 +8	+0.1%	+$736	0.05%	225
2023 Q4	$469K	Buy	5,664 +97	+2%	+$6.57K	0.05%	238
2023 Q3	$343K	Hold	5,567	–	–	0.04%	277
2023 Q2	$312K	Hold	5,567	–	–	0.04%	306
2023 Q1	$292K	Hold	5,567	–	–	0.04%	300
2022 Q4	$258K	Hold	5,567	–	–	0.04%	294
2022 Q3	$239K	Hold	5,567	–	–	0.04%	286
2022 Q2	$258K	Hold	5,567	–	–	0.04%	287
2022 Q1	$326K	Sell	5,567 -766	-12%	-$48.2K	0.04%	270
2021 Q4	$472K	Buy	6,333 +766	+14%	+$56.5K	0.06%	217
2021 Q3	$339K	Buy	+5,567	New	+$350K	0.05%	254

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Good Life Advisors's KKR Position: Q2 2025 in Review

Good Life Advisors increased its KKR & Co (KKR) stake by 0.07% in Q2 2025, buying an estimated $468 and bringing the position to 5,741 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #235.

Good Life Advisors first reported a position in KKR in Q3 2021 and has held it in 16 quarters since. The position peaked at $848K in Q4 2024. 1,333 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

Good Life Advisors held 5,741 shares of KKR & Co worth $764K as of Q2 2025.
Good Life Advisors bought 4 KKR & Co shares in Q2 2025, an estimated $468.
KKR & Co made up 0.05% of Good Life Advisors's portfolio in Q2 2025, its #235 holding.
Good Life Advisors first reported a position in KKR & Co in Q3 2021 and has held it in 16 quarters since.
Good Life Advisors's KKR & Co position peaked at $848K in Q4 2024.
1,333 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.