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

Hemington 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 		$104K Buy
805
+71
+10% +$10.1K 0.01% 232
2025
Q2 		$97K Buy
734
+19
+3% +$2.22K 0.01% 226
2025
Q1 		$82K Buy
715
+83
+13% +$11.4K 0.01% 235
2024
Q4 		$93K Buy
632
+38
+6% +$5.58K 0.02% 204
2024
Q3 		$82K Buy
+594
New +$70.3K 0.02% 212

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

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

Hemington Wealth Management increased its KKR & Co (KKR) stake by 9.7% in Q3 2025, buying an estimated $10.1K and bringing the position to 805 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #232.

Hemington Wealth Management first reported a position in KKR in Q3 2024 and has held it in 5 quarters since. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Hemington Wealth Management held 805 shares of KKR & Co worth $104K as of Q3 2025.
  • Hemington Wealth Management bought 71 KKR & Co shares in Q3 2025, an estimated $10.1K.
  • KKR & Co made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #232 holding.
  • Hemington Wealth Management first reported a position in KKR & Co in Q3 2024 and has held it in 5 quarters since.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.