Nalls Sherbakoff Group’s KKR & Co KKR Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$859K	Sell	6,737 -854	-11%	-$106K	0.62%	36
2025 Q3	$986K	Hold	7,591	–	–	0.67%	33
2025 Q2	$1.01M	Hold	7,591	–	–	0.74%	32
2025 Q1	$878K	Buy	+7,591	New	+$1.04M	0.71%	29
2023 Q4	$526K	Hold	6,348	–	–	0.47%	37
2023 Q3	$391K	Hold	6,348	–	–	0.38%	46
2023 Q2	$327K	Sell	6,348 -200	-3%	-$10.5K	0.32%	52
2023 Q1	$336K	Buy	+6,548	New	+$351K	0.33%	51
2018 Q4	$661K	Buy	+33,663	New	+$770K	1.06%	21

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's KKR Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its KKR & Co (KKR) stake by 11% in Q4 2025, selling an estimated $106K and leaving 6,737 shares worth $859K. The position accounts for 0.62% of the portfolio, ranked #36.

Nalls Sherbakoff Group first reported a position in KKR in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.01M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Nalls Sherbakoff Group held 6,737 shares of KKR & Co worth $859K as of Q4 2025.
Nalls Sherbakoff Group sold 854 KKR & Co shares in Q4 2025, an estimated $106K.
KKR & Co made up 0.62% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #36 holding.
Nalls Sherbakoff Group first reported a position in KKR & Co in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's KKR & Co position peaked at $1.01M in Q2 2025.
1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.