GPS Wealth Strategies Group’s KKR & Co KKR Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-1,943	Closed	-$252K	–	1120
2025 Q3	$252K	Hold	1,943	–	–	0.03%	304
2025 Q2	$258K	Buy	1,943 +2	+0.1%	+$234	0.03%	285
2025 Q1	$224K	Buy	1,941 +1	+0.1%	+$138	0.03%	288
2024 Q4	$287K	Buy	1,940 +49	+3%	+$7.19K	0.04%	244
2024 Q3	$247K	Hold	1,891	–	–	0.03%	269
2024 Q2	$199K	Hold	1,891	–	–	0.03%	266
2024 Q1	$190K	Hold	1,891	–	–	0.03%	260
2023 Q4	$157K	Hold	1,891	–	–	0.03%	276
2023 Q3	$116K	Hold	1,891	–	–	0.02%	330
2023 Q2	$106K	Sell	1,891 -5	-0.3%	-$262	0.02%	356
2023 Q1	$99.6K	Buy	+1,896	New	+$102K	0.02%	349
2022 Q4	–	Sell	-1,993	Closed	-$86K	–	646
2022 Q3	$86K	Hold	1,993	–	–	0.02%	332
2022 Q2	$92K	Buy	1,993 +97	+5%	+$5.09K	0.02%	333
2022 Q1	$111K	Hold	1,896	–	–	0.03%	289
2021 Q4	$141K	Buy	1,896 +5	+0.3%	+$369	0.03%	246
2021 Q3	$115K	Hold	1,891	–	–	0.03%	262
2021 Q2	$112K	Hold	1,891	–	–	0.03%	283
2021 Q1	$92K	Buy	+1,891	New	+$84.6K	0.03%	285

Other funds holding KKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GPS Wealth Strategies Group's KKR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,943 shares — an estimated $252K sold.

GPS Wealth Strategies Group first reported a position in KKR in Q1 2021 and held it in 18 quarters. The position peaked at $287K in Q4 2024. 1,408 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,943 KKR & Co shares in Q4 2025, an estimated $252K.
GPS Wealth Strategies Group first reported a position in KKR & Co in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's KKR & Co position peaked at $287K in Q4 2024.
1,408 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.