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Iron Horse Wealth Management’s KKR & Co KKR Stock Holding History

Iron Horse 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
Q2 		$88.1K Buy
662
+654
+8,175% +$76.6K 0.03% 97
2025
Q1 		$925 Buy
+8
New +$1.1K ﹤0.01% 518

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Iron Horse Wealth Management's KKR Position: Q2 2025 in Review

Iron Horse Wealth Management increased its KKR & Co (KKR) stake by 8,175% in Q2 2025, buying an estimated $76.6K and bringing the position to 662 shares worth $88.1K. The position accounts for 0.03% of the portfolio, ranked #97.

Iron Horse Wealth Management first reported a position in KKR in Q1 2025 and has held it in 2 quarters since. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Iron Horse Wealth Management held 662 shares of KKR & Co worth $88.1K as of Q2 2025.
  • Iron Horse Wealth Management bought 654 KKR & Co shares in Q2 2025, an estimated $76.6K.
  • KKR & Co made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #97 holding.
  • Iron Horse Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 2 quarters since.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.