Kestra Investment Management
KKR icon

Kestra Investment Management’s KKR & Co KKR Stock Holding History

Kestra Investment 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 		– Sell
-4
Closed -$463 – 865
2025
Q1 		$463 Sell
4
-107
-96% -$14.7K ﹤0.01% 889
2024
Q4 		$16.4K Buy
+111
New +$16.3K ﹤0.01% 753

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State Street
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Wellington Management Group
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Massachusetts Financial Services
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Principal Financial Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kestra Investment Management's KKR Position: Q2 2025 in Review

Kestra Investment Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 4 shares — an estimated $463 sold.

Kestra Investment Management first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $16.4K in Q4 2024. 1,337 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Kestra Investment Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 4 KKR & Co shares in Q2 2025, an estimated $463.
  • Kestra Investment Management first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's KKR & Co position peaked at $16.4K in Q4 2024.
  • 1,337 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.