Nicolet Advisory Services’s KKR & Co KKR Stock Holding History

Nicolet Advisory Services’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	$962K	Buy	7,180 +2,133	+42%	+$265K	0.06%	142
2025 Q3	$629K	Sell	5,047 -46	-0.9%	-$6.53K	0.05%	197
2025 Q2	$726K	Buy	5,093 +2,954	+138%	+$346K	0.06%	166
2025 Q1	$218K	Buy	2,139 +414	+24%	+$57K	0.02%	345
2024 Q4	$243K	Buy	+1,725	New	+$253K	0.02%	334

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

Nicolet Advisory Services's KKR Position: Q4 2025 in Review

Nicolet Advisory Services increased its KKR & Co (KKR) stake by 42% in Q4 2025, buying an estimated $265K and bringing the position to 7,180 shares worth $962K. The position accounts for 0.06% of the portfolio, ranked #142.

Nicolet Advisory Services first reported a position in KKR in Q4 2024 and has held it in 5 quarters since. 1,400 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Nicolet Advisory Services held 7,180 shares of KKR & Co worth $962K as of Q4 2025.
Nicolet Advisory Services bought 2,133 KKR & Co shares in Q4 2025, an estimated $265K.
KKR & Co made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #142 holding.
Nicolet Advisory Services first reported a position in KKR & Co in Q4 2024 and has held it in 5 quarters since.
1,400 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.