Keystone Financial Group (Kentucky)’s KKR & Co KKR Stock Holding History

Keystone Financial Group (Kentucky)’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	-2,174	Closed	-$277K	–	531
2025 Q4	$277K	Sell	2,174 -13	-0.6%	-$1.62K	0.02%	371
2025 Q3	$284K	Buy	2,187 +24	+1%	+$3.41K	0.02%	336
2025 Q2	$288K	Sell	2,163 -2	-0.1%	-$234	0.03%	328
2025 Q1	$250K	Buy	2,165 +3	+0.1%	+$413	0.03%	329
2024 Q4	$320K	Sell	2,162 -70	-3%	-$10.3K	0.03%	284
2024 Q3	$291K	Sell	2,232 -351	-14%	-$41.5K	0.04%	283
2024 Q2	$272K	Buy	2,583 +77	+3%	+$7.84K	0.1%	132
2024 Q1	$252K	Buy	2,506 +1	+0%	+$92	0.04%	285
2023 Q4	$208K	Buy	+2,505	New	+$170K	0.04%	283
2022 Q1	–	Sell	-2,823	Closed	-$210K	–	310
2021 Q4	$210K	Buy	+2,823	New	+$208K	0.03%	283

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s KKR Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,174 shares — an estimated $277K sold.

Keystone Financial Group (Kentucky) first reported a position in KKR in Q4 2021 and held it in 10 quarters. The position peaked at $320K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Keystone Financial Group (Kentucky) reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 2,174 KKR & Co shares in Q1 2026, an estimated $277K.
Keystone Financial Group (Kentucky) first reported a position in KKR & Co in Q4 2021 and held it in 10 quarters.
Keystone Financial Group (Kentucky)'s KKR & Co position peaked at $320K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.