HP
KKR icon

Holistic Planning’s KKR & Co KKR Stock Holding History

Holistic Planning’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
-1,661
Closed -$212K – 305
2025
Q4 		$212K Sell
1,661
-333
-17% -$41.4K 0.05% 264
2025
Q3 		$259K Buy
1,994
+80
+4% +$11.4K 0.07% 198
2025
Q2 		$255K Buy
+1,914
New +$224K 0.07% 190

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Holistic Planning's KKR Position: Q1 2026 in Review

Holistic Planning sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,661 shares — an estimated $212K sold.

Holistic Planning first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Holistic Planning reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 1,661 KKR & Co shares in Q1 2026, an estimated $212K.
  • Holistic Planning first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Holistic Planning's KKR & Co position peaked at $259K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.