Grey Fox Wealth Advisors’s KKR & Co KKR Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-37	Closed	-$4.81K	–	394
2025 Q3	$4.81K	Buy	+37	New	+$5.25K	﹤0.01%	482

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Norges Bank Oslo, Norway $935B AUM

Grey Fox Wealth Advisors's KKR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 37 shares — an estimated $4.81K sold.

Grey Fox Wealth Advisors first reported a position in KKR in Q3 2025 and held it in 1 quarter. The position peaked at $4.81K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 37 KKR & Co shares in Q4 2025, an estimated $4.81K.
Grey Fox Wealth Advisors first reported a position in KKR & Co in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's KKR & Co position peaked at $4.81K in Q3 2025.
1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.