Kingswood Wealth Advisors’s KKR & Co KKR Stock Holding History

Kingswood Wealth Advisors’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 Q4	–	Sell	-3,119	Closed	-$405K	–	894
2025 Q3	$405K	Sell	3,119 -513	-14%	-$72.8K	0.02%	539
2025 Q2	$483K	Sell	3,632 -285	-7%	-$33.4K	0.04%	425
2025 Q1	$453K	Sell	3,917 -2,165	-36%	-$298K	0.04%	421
2024 Q4	$900K	Sell	6,082 -26,784	-81%	-$3.93M	0.07%	294
2024 Q3	$4.29M	Buy	32,866 +1,808	+6%	+$214K	0.31%	74
2024 Q2	$3.27M	Sell	31,058 -2,895	-9%	-$295K	0.29%	74
2024 Q1	$3.41M	Sell	33,953 -233	-0.7%	-$21.4K	0.39%	51
2023 Q4	$2.83M	Sell	34,186 -3,348	-9%	-$227K	0.32%	65
2023 Q3	$2.31M	Buy	+37,534	New	+$2.28M	0.4%	66

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's KKR Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 3,119 shares — an estimated $405K sold.

Kingswood Wealth Advisors first reported a position in KKR in Q3 2023 and held it in 9 quarters. The position peaked at $4.29M in Q3 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Kingswood Wealth Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,119 KKR & Co shares in Q4 2025, an estimated $405K.
Kingswood Wealth Advisors first reported a position in KKR & Co in Q3 2023 and held it in 9 quarters.
Kingswood Wealth Advisors's KKR & Co position peaked at $4.29M in Q3 2024.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.