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

Modera 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
2026
Q1 		– Sell
-1,789
Closed -$228K – 652
2025
Q4 		$228K Buy
1,789
+84
+5% +$10.4K ﹤0.01% 597
2025
Q3 		$222K Sell
1,705
-11
-0.6% -$1.56K ﹤0.01% 613
2025
Q2 		$228K Buy
+1,716
New +$201K ﹤0.01% 596
2025
Q1 		– Sell
-1,948
Closed -$288K – 627
2024
Q4 		$288K Sell
1,948
-35
-2% -$5.13K ﹤0.01% 521
2024
Q3 		$259K Hold
1,983
– – ﹤0.01% 518
2024
Q2 		$209K Buy
+1,983
New +$202K ﹤0.01% 544
2022
Q1 		– Sell
-4,149
Closed -$309K – 481
2021
Q4 		$309K Buy
+4,149
New +$306K 0.01% 403

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Modera Wealth Management's KKR Position: Q1 2026 in Review

Modera Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,789 shares — an estimated $228K sold.

Modera Wealth Management first reported a position in KKR in Q4 2021 and held it in 7 quarters. The position peaked at $309K in Q4 2021. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Modera Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 1,789 KKR & Co shares in Q1 2026, an estimated $228K.
  • Modera Wealth Management first reported a position in KKR & Co in Q4 2021 and held it in 7 quarters.
  • Modera Wealth Management's KKR & Co position peaked at $309K in Q4 2021.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.