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Litman Gregory Wealth Management’s KKR & Co KKR Stock Holding History

Litman Gregory Wealth 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
Q4 		$88.5K Buy
+694
New +$86.3K 0.01% 187
2021
Q2 		– Sell
-694
Closed -$34K – 133
2021
Q1 		$34K Hold
694
– – 0.01% 114
2020
Q4 		$28K Hold
694
– – 0.01% 121
2020
Q3 		$24K Buy
+694
New +$24.3K 0.01% 117

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's KKR Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in KKR & Co (KKR) in Q4 2025: 694 shares worth $88.5K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in KKR as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in KKR in Q3 2020 and has held it in 4 quarters since. 1,408 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Litman Gregory Wealth Management held 694 shares of KKR & Co worth $88.5K as of Q4 2025.
  • KKR & Co was a new Litman Gregory Wealth Management position in Q4 2025.
  • KKR & Co made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #187 holding.
  • Litman Gregory Wealth Management first reported a position in KKR & Co in Q3 2020 and has held it in 4 quarters since.
  • 1,408 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.