Kavar Capital Partners Group’s KKR & Co KKR Stock Holding History

Kavar Capital Partners Group’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	$372K	Sell	4,022 -7	-0.2%	-$738	0.05%	153
2025 Q4	$514K	Buy	4,029 +7	+0.2%	+$871	0.07%	122
2025 Q3	$523K	Hold	4,022	–	–	0.07%	121
2025 Q2	$535K	Hold	4,022	–	–	0.08%	124
2025 Q1	$465K	Hold	4,022	–	–	0.08%	122
2024 Q4	$595K	Hold	4,022	–	–	0.1%	112
2024 Q3	$525K	Hold	4,022	–	–	0.08%	118
2024 Q2	$423K	Hold	4,022	–	–	0.08%	115
2024 Q1	$405K	Sell	4,022 -4,022	-50%	-$370K	0.07%	121
2023 Q4	$666K	Buy	8,044 +4,022	+100%	+$272K	0.07%	120
2023 Q3	$248K	Hold	4,022	–	–	0.05%	135
2023 Q2	$225K	Hold	4,022	–	–	0.05%	131
2023 Q1	$211K	Sell	4,022 -474	-11%	-$25.4K	0.05%	147
2022 Q4	$209K	Buy	+4,496	New	+$219K	0.05%	138
2019 Q3	–	Sell	-2,581	Closed	-$65K	–	309
2019 Q2	$65K	Buy	+2,581	New	+$61.8K	0.03%	202

Other funds holding KKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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