MBM Wealth Consultants’s KKR & Co KKR Stock Holding History

MBM Wealth Consultants’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
2024 Q4	–	Sell	-2,165	Closed	-$283K	–	108
2024 Q3	$283K	Hold	2,165	–	–	0.09%	88
2024 Q2	$229K	Hold	2,165	–	–	0.08%	95
2024 Q1	$218K	Buy	+2,165	New	+$199K	0.08%	103
2023 Q2	–	Sell	-2,165	Closed	-$114K	–	196
2023 Q1	$114K	Hold	2,165	–	–	0.05%	123
2022 Q4	$101K	Buy	2,165 +480	+28%	+$23.4K	0.05%	130
2022 Q3	$74K	Hold	1,685	–	–	0.04%	136
2022 Q2	$78K	Hold	1,685	–	–	0.04%	128
2022 Q1	$99K	Hold	1,685	–	–	0.04%	127
2021 Q4	$126K	Sell	1,685 -1,500	-47%	-$111K	0.05%	115
2021 Q3	$194K	Buy	3,185 +500	+19%	+$31.4K	0.09%	104
2021 Q2	$159K	Hold	2,685	–	–	0.07%	108
2021 Q1	$131K	Hold	2,685	–	–	0.07%	109
2020 Q4	$109K	Buy	2,685 +600	+29%	+$22.7K	0.06%	104
2020 Q3	$72K	Hold	2,085	–	–	0.05%	114
2020 Q2	$64K	Hold	2,085	–	–	0.05%	106
2020 Q1	$49K	Hold	2,085	–	–	0.04%	109
2019 Q4	$61K	Hold	2,085	–	–	0.05%	113
2019 Q3	$56K	Hold	2,085	–	–	0.04%	117
2019 Q2	$53K	Hold	2,085	–	–	0.04%	121
2019 Q1	$49K	Hold	2,085	–	–	0.04%	125
2018 Q4	$41K	Buy	+2,085	New	+$47.7K	0.04%	139

Other funds holding KKR

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

MBM Wealth Consultants's KKR Position: Q4 2024 in Review

MBM Wealth Consultants sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 2,165 shares — an estimated $283K sold.

MBM Wealth Consultants first reported a position in KKR in Q4 2018 and held it in 21 quarters. The position peaked at $283K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

MBM Wealth Consultants reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
MBM Wealth Consultants sold 2,165 KKR & Co shares in Q4 2024, an estimated $283K.
MBM Wealth Consultants first reported a position in KKR & Co in Q4 2018 and held it in 21 quarters.
MBM Wealth Consultants's KKR & Co position peaked at $283K in Q3 2024.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on MBM Wealth Consultants's 13F filing for Q4 2024, filed 17 Jan 2025.