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

Moran 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
Q2 		– Sell
-1,803
Closed -$208K – 495
2025
Q1 		$208K Buy
1,803
+394
+28% +$54.2K 0.01% 426
2024
Q4 		$208K Buy
+1,409
New +$207K 0.01% 403

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Moran Wealth Management's KKR Position: Q2 2025 in Review

Moran Wealth Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 1,803 shares — an estimated $208K sold.

Moran Wealth Management first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Moran Wealth Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,803 KKR & Co shares in Q2 2025, an estimated $208K.
  • Moran Wealth Management first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
  • Moran Wealth Management's KKR & Co position peaked at $208K in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.