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

MorganRosel 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
Q3 		– Sell
-424
Closed -$56.4K – 238
2025
Q2 		$56.4K Buy
+424
New +$49.6K 0.02% 178

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

MorganRosel Wealth Management's KKR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 424 shares — an estimated $56.4K sold.

MorganRosel Wealth Management first reported a position in KKR in Q2 2025 and held it in 1 quarter. The position peaked at $56.4K in Q2 2025. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 424 KKR & Co shares in Q3 2025, an estimated $56.4K.
  • MorganRosel Wealth Management first reported a position in KKR & Co in Q2 2025 and held it in 1 quarter.
  • MorganRosel Wealth Management's KKR & Co position peaked at $56.4K in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.