OF
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Optimize Financial’s KKR & Co KKR Stock Holding History

Optimize Financial’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
-3,117
Closed -$415K – 386
2025
Q2 		$415K Sell
3,117
-22
-0.7% -$2.58K 0.25% 107
2025
Q1 		$363K Buy
3,139
+379
+14% +$52.1K 0.14% 138
2024
Q4 		$408K Buy
+2,760
New +$405K 0.31% 92

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 $3.37T AUM 44.26% 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

Optimize Financial's KKR Position: Q3 2025 in Review

Optimize Financial sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 3,117 shares — an estimated $415K sold.

Optimize Financial first reported a position in KKR in Q4 2024 and held it in 3 quarters. The position peaked at $415K in Q2 2025. 1,380 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Optimize Financial reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 3,117 KKR & Co shares in Q3 2025, an estimated $415K.
  • Optimize Financial first reported a position in KKR & Co in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's KKR & Co position peaked at $415K in Q2 2025.
  • 1,380 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.