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Masso Torrence Wealth Management’s KKR & Co KKR Stock Holding History

Masso Torrence 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
Q3 		$406K Hold
3,124
– – 0.17% 75
2025
Q2 		$416K Sell
3,124
-48
-2% -$5.62K 0.19% 73
2025
Q1 		$367K Buy
3,172
+6
+0.2% +$825 0.2% 72
2024
Q4 		$468K Buy
3,166
+1
+0% +$147 0.25% 61
2024
Q3 		$413K Buy
3,165
+1
+0% +$118 0.22% 64
2024
Q2 		$333K Buy
3,164
+1
+0% +$102 0.18% 73
2024
Q1 		$318K Buy
3,163
+1
+0% +$92 0.19% 74
2023
Q4 		$262K Buy
+3,162
New +$214K 0.18% 74
2023
Q2 		– Sell
-3,908
Closed -$205K – 90
2023
Q1 		$205K Buy
+3,908
New +$210K 0.16% 88
2022
Q4 		– Sell
-6,315
Closed -$272K – 99
2022
Q3 		$272K Sell
6,315
-1,482
-19% -$74.9K 0.24% 66
2022
Q2 		$361K Buy
7,797
+2
+0% +$105 0.32% 55
2022
Q1 		$456K Buy
7,795
+1
+0% +$63 0.37% 49
2021
Q4 		$581K Buy
+7,794
New +$575K 0.41% 46

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Masso Torrence Wealth Management's KKR Position: Q3 2025 in Review

Masso Torrence Wealth Management held its KKR & Co (KKR) position steady in Q3 2025 at 3,124 shares worth $406K. The position accounts for 0.17% of the portfolio, ranked #75.

Masso Torrence Wealth Management first reported a position in KKR in Q4 2021 and has held it in 13 quarters since. The position peaked at $581K in Q4 2021. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Masso Torrence Wealth Management held 3,124 shares of KKR & Co worth $406K as of Q3 2025.
  • Masso Torrence Wealth Management left its KKR & Co share count unchanged in Q3 2025.
  • KKR & Co made up 0.17% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #75 holding.
  • Masso Torrence Wealth Management first reported a position in KKR & Co in Q4 2021 and has held it in 13 quarters since.
  • Masso Torrence Wealth Management's KKR & Co position peaked at $581K in Q4 2021.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.