Merited Wealth’s KKR & Co KKR Stock Holding History

Merited Wealth’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	-11	Closed	-$1.4K	–	193
2025 Q4	$1.4K	Buy	+11	New	+$1.37K	﹤0.01%	279

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Merited Wealth's KKR Position: Q1 2026 in Review

Merited Wealth sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 11 shares — an estimated $1.4K sold.

Merited Wealth first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $1.4K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Merited Wealth reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 11 KKR & Co shares in Q1 2026, an estimated $1.4K.
Merited Wealth first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
Merited Wealth's KKR & Co position peaked at $1.4K in Q4 2025.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.