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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 $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