Mosaic Financial Group’s KKR & Co KKR Stock Holding History

Mosaic Financial Group’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	$649K	Buy	7,011 +11	+0.2%	+$1.16K	0.46%	48
2025 Q4	$892K	Hold	7,000	–	–	0.61%	41
2025 Q3	$910K	Hold	7,000	–	–	0.65%	40
2025 Q2	$931K	Hold	7,000	–	–	0.71%	39
2025 Q1	$809K	Sell	7,000 -7,000	-50%	-$963K	0.66%	39
2024 Q4	$2.07M	Hold	14,000	–	–	1.49%	13
2024 Q3	$1.83M	Hold	14,000	–	–	1.3%	16
2024 Q2	$1.47M	Buy	14,000 +7,000	+100%	+$713K	1.06%	23
2024 Q1	$704K	Buy	+7,000	New	+$644K	0.56%	43

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

Mosaic Financial Group's KKR Position: Q1 2026 in Review

Mosaic Financial Group increased its KKR & Co (KKR) stake by 0.16% in Q1 2026, buying an estimated $1.16K and bringing the position to 7,011 shares worth $649K. The position accounts for 0.46% of the portfolio, ranked #48.

Mosaic Financial Group first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Mosaic Financial Group held 7,011 shares of KKR & Co worth $649K as of Q1 2026.
Mosaic Financial Group bought 11 KKR & Co shares in Q1 2026, an estimated $1.16K.
KKR & Co made up 0.46% of Mosaic Financial Group's portfolio in Q1 2026, its #48 holding.
Mosaic Financial Group first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's KKR & Co position peaked at $2.07M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.