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Parkworth Wealth Management’s KKR & Co KKR Stock Holding History

Parkworth Wealth Management’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
Q2 		$44.3K Hold
333
– – 0.03% 106
2025
Q1 		$38.5K Hold
333
– – 0.03% 102
2024
Q4 		$49.3K Buy
+333
New +$48.9K 0.04% 93

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parkworth Wealth Management's KKR Position: Q2 2025 in Review

Parkworth Wealth Management held its KKR & Co (KKR) position steady in Q2 2025 at 333 shares worth $44.3K. The position accounts for 0.03% of the portfolio, ranked #106.

Parkworth Wealth Management first reported a position in KKR in Q4 2024 and has held it in 3 quarters since. The position peaked at $49.3K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Parkworth Wealth Management held 333 shares of KKR & Co worth $44.3K as of Q2 2025.
  • Parkworth Wealth Management left its KKR & Co share count unchanged in Q2 2025.
  • KKR & Co made up 0.03% of Parkworth Wealth Management's portfolio in Q2 2025, its #106 holding.
  • Parkworth Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's KKR & Co position peaked at $49.3K in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.