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Money Concepts Capital’s KKR & Co KKR Stock Holding History

Money Concepts Capital’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
-8,449
Closed -$1.12M – 484
2025
Q2 		$1.12M Buy
8,449
+2,580
+44% +$302K 0.08% 228
2025
Q1 		$679K Buy
5,869
+374
+7% +$51.5K 0.05% 267
2024
Q4 		$813K Buy
+5,495
New +$806K 0.06% 235
2023
Q1 		– Sell
-59
Closed -$2.74K – 1802
2022
Q4 		$2.74K Buy
+59
New +$2.88K ﹤0.01% 2588

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Money Concepts Capital's KKR Position: Q3 2025 in Review

Money Concepts Capital sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 8,449 shares — an estimated $1.12M sold.

Money Concepts Capital first reported a position in KKR in Q4 2022 and held it in 4 quarters. The position peaked at $1.12M in Q2 2025. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Money Concepts Capital reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Money Concepts Capital sold 8,449 KKR & Co shares in Q3 2025, an estimated $1.12M.
  • Money Concepts Capital first reported a position in KKR & Co in Q4 2022 and held it in 4 quarters.
  • Money Concepts Capital's KKR & Co position peaked at $1.12M in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Money Concepts Capital's 13F filing for Q3 2025, filed 4 Nov 2025.