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Meridian Wealth Management’s KKR & Co KKR Stock Holding History

Meridian 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 		– Sell
-4,183
Closed -$556K – 718
2025
Q2 		$556K Buy
4,183
+34
+0.8% +$3.98K 0.02% 423
2025
Q1 		$480K Buy
4,149
+291
+8% +$40K 0.02% 418
2024
Q4 		$571K Buy
+3,858
New +$566K 0.03% 383
2018
Q4 		– Sell
-7,500
Closed -$205K – 171
2018
Q3 		$205K Sell
7,500
-760
-9% -$20.3K 0.09% 160
2018
Q2 		$205K Buy
+8,260
New +$184K 0.1% 176

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Management's KKR Position: Q3 2025 in Review

Meridian Wealth Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 4,183 shares — an estimated $556K sold.

Meridian Wealth Management first reported a position in KKR in Q2 2018 and held it in 5 quarters. The position peaked at $571K in Q4 2024. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Meridian Wealth Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 4,183 KKR & Co shares in Q3 2025, an estimated $556K.
  • Meridian Wealth Management first reported a position in KKR & Co in Q2 2018 and held it in 5 quarters.
  • Meridian Wealth Management's KKR & Co position peaked at $571K in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.