KFI
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Key Financial Inc’s KKR & Co KKR Stock Holding History

Key Financial Inc’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
-13
Closed -$1.66K – 1439
2025
Q4 		$1.66K Sell
13
-36
-73% -$4.48K ﹤0.01% 1200
2025
Q3 		$6.25K Buy
49
+13
+36% +$1.84K ﹤0.01% 990
2025
Q2 		$4.79K Buy
+36
New +$4.21K ﹤0.01% 1042

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 $315B AUM 27.84% 1-Year Est. Return

Key Financial Inc's KKR Position: Q1 2026 in Review

Key Financial Inc sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 13 shares — an estimated $1.66K sold.

Key Financial Inc first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $6.25K in Q3 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Key Financial Inc reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 13 KKR & Co shares in Q1 2026, an estimated $1.66K.
  • Key Financial Inc first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Key Financial Inc's KKR & Co position peaked at $6.25K in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.