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Marshall & Sterling Wealth Advisors’s KKR & Co KKR Stock Holding History

Marshall & Sterling 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
-43
Closed -$5.59K – 497
2025
Q3 		$5.59K Hold
43
– – ﹤0.01% 485
2025
Q2 		$5.72K Hold
43
– – ﹤0.01% 461
2025
Q1 		$4.97K Buy
+43
New +$5.92K ﹤0.01% 471

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

Marshall & Sterling Wealth Advisors's KKR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 43 shares — an estimated $5.59K sold.

Marshall & Sterling Wealth Advisors first reported a position in KKR in Q1 2025 and held it in 3 quarters. The position peaked at $5.72K in Q2 2025. 1,408 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 43 KKR & Co shares in Q4 2025, an estimated $5.59K.
  • Marshall & Sterling Wealth Advisors first reported a position in KKR & Co in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's KKR & Co position peaked at $5.72K in Q2 2025.
  • 1,408 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.