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Meadow Creek Wealth Advisors’s KKR & Co KKR Stock Holding History

Meadow Creek 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
2026
Q1 		– Sell
-1,837
Closed -$234K – 143
2025
Q4 		$234K Hold
1,837
– – 0.15% 125
2025
Q3 		$216K Sell
1,837
-270
-13% -$38.3K 0.14% 130
2025
Q2 		$280K Sell
2,107
-400
-16% -$46.8K 0.19% 115
2025
Q1 		$290K Sell
2,507
-452
-15% -$62.2K 0.22% 101
2024
Q4 		$438K Sell
2,959
-111
-4% -$16.3K 0.32% 67
2024
Q3 		$401K Buy
3,070
+232
+8% +$27.4K 0.32% 74
2024
Q2 		$299K Buy
2,838
+177
+7% +$18K 0.28% 90
2024
Q1 		$268K Sell
2,661
-15
-0.6% -$1.38K 0.19% 109
2023
Q4 		$222K Buy
+2,676
New +$181K 0.22% 97
2022
Q1 		– Sell
-2,714
Closed -$202K – 116
2021
Q4 		$202K Buy
+2,714
New +$200K 0.19% 121

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Meadow Creek Wealth Advisors's KKR Position: Q1 2026 in Review

Meadow Creek Wealth Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,837 shares — an estimated $234K sold.

Meadow Creek Wealth Advisors first reported a position in KKR in Q4 2021 and held it in 10 quarters. The position peaked at $438K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Meadow Creek Wealth Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Meadow Creek Wealth Advisors sold 1,837 KKR & Co shares in Q1 2026, an estimated $234K.
  • Meadow Creek Wealth Advisors first reported a position in KKR & Co in Q4 2021 and held it in 10 quarters.
  • Meadow Creek Wealth Advisors's KKR & Co position peaked at $438K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.