Net Worth Advisory Group’s KKR & Co KKR Stock Holding History

Net Worth Advisory 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	–	Sell	-2,354	Closed	-$306K	–	462
2025 Q3	$306K	Buy	+2,354	New	+$334K	0.09%	271

Other funds holding KKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Net Worth Advisory Group's KKR Position: Q4 2025 in Review

Net Worth Advisory Group sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,354 shares — an estimated $306K sold.

Net Worth Advisory Group first reported a position in KKR in Q3 2025 and held it in 1 quarter. The position peaked at $306K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Net Worth Advisory Group reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Net Worth Advisory Group sold 2,354 KKR & Co shares in Q4 2025, an estimated $306K.
Net Worth Advisory Group first reported a position in KKR & Co in Q3 2025 and held it in 1 quarter.
Net Worth Advisory Group's KKR & Co position peaked at $306K in Q3 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.