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

MGB 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 Q4	$480K	Buy	3,766 +1	+0%	+$124	0.14%	128
2025 Q3	$492K	Buy	3,765 +2	+0.1%	+$284	0.14%	127
2025 Q2	$501K	Sell	3,763 -2,049	-35%	-$240K	0.17%	123
2025 Q1	$672K	Buy	5,812 +100	+2%	+$13.8K	0.24%	99
2024 Q4	$845K	Buy	5,712 +562	+11%	+$82.5K	0.26%	79
2024 Q3	$672K	Buy	5,150 +500	+11%	+$59.2K	0.24%	92
2024 Q2	$515K	Buy	4,650 +150	+3%	+$15.3K	0.19%	113
2024 Q1	$453K	Sell	4,500 -600	-12%	-$55.2K	0.18%	120
2023 Q4	$423K	Buy	+5,100	New	+$345K	0.21%	120

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's KKR Position: Q4 2025 in Review

MGB Wealth Management increased its KKR & Co (KKR) stake by 0.03% in Q4 2025, buying an estimated $124 and bringing the position to 3,766 shares worth $480K. The position accounts for 0.14% of the portfolio, ranked #128.

MGB Wealth Management first reported a position in KKR in Q4 2023 and has held it in 9 quarters since. The position peaked at $845K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

MGB Wealth Management held 3,766 shares of KKR & Co worth $480K as of Q4 2025.
MGB Wealth Management bought 1 KKR & Co share in Q4 2025, an estimated $124.
KKR & Co made up 0.14% of MGB Wealth Management's portfolio in Q4 2025, its #128 holding.
MGB Wealth Management first reported a position in KKR & Co in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's KKR & Co position peaked at $845K in Q4 2024.
1,400 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.