Moneta Group Investment Advisors’s KKR & Co KKR Stock Holding History

Moneta Group Investment Advisors’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	-2,498	Closed	-$318K	–	837
2025 Q4	$318K	Buy	2,498 +550	+28%	+$68.4K	﹤0.01%	619
2025 Q3	$253K	Buy	1,948 +10	+0.5%	+$1.42K	﹤0.01%	673
2025 Q2	$258K	Sell	1,938 -551	-22%	-$64.5K	﹤0.01%	605
2025 Q1	$288K	Sell	2,489 -92	-4%	-$12.7K	﹤0.01%	537
2024 Q4	$382K	Buy	2,581 +309	+14%	+$45.3K	0.01%	478
2024 Q3	$297K	Buy	+2,272	New	+$269K	﹤0.01%	523
2020 Q3	–	Sell	-28,692	Closed	-$886K	–	281
2020 Q2	$886K	Sell	28,692 -196	-0.7%	-$5.27K	0.08%	119
2020 Q1	$678K	Sell	28,888 -41,527	-59%	-$1.19M	0.07%	130
2019 Q4	$2.05M	Buy	70,415 +24	+0%	+$684	0.17%	86
2019 Q3	$1.89M	Sell	70,391 -9	-0%	-$237	0.18%	88
2019 Q2	$1.78M	Buy	+70,400	New	+$1.69M	0.18%	81

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Moneta Group Investment Advisors's KKR Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,498 shares — an estimated $318K sold.

Moneta Group Investment Advisors first reported a position in KKR in Q2 2019 and held it in 11 quarters. The position peaked at $2.05M in Q4 2019. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Moneta Group Investment Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,498 KKR & Co shares in Q1 2026, an estimated $318K.
Moneta Group Investment Advisors first reported a position in KKR & Co in Q2 2019 and held it in 11 quarters.
Moneta Group Investment Advisors's KKR & Co position peaked at $2.05M in Q4 2019.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.