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Hopwood Financial Services’s KKR & Co KKR Stock Holding History

Hopwood Financial Services’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
-500
Closed -$65K – 187
2025
Q3 		$65K Hold
500
– – 0.04% 136
2025
Q2 		$66.5K Hold
500
– – 0.05% 133
2025
Q1 		$57.8K Hold
500
– – 0.04% 142
2024
Q4 		$74K Buy
+500
New +$73.4K 0.06% 130

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hopwood Financial Services's KKR Position: Q4 2025 in Review

Hopwood Financial Services sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 500 shares — an estimated $65K sold.

Hopwood Financial Services first reported a position in KKR in Q4 2024 and held it in 4 quarters. The position peaked at $74K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Hopwood Financial Services reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 500 KKR & Co shares in Q4 2025, an estimated $65K.
  • Hopwood Financial Services first reported a position in KKR & Co in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's KKR & Co position peaked at $74K in Q4 2024.
  • 1,409 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.