PAS
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Parsonex Advisory Services’s KKR & Co KKR Stock Holding History

Parsonex 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
2026
Q1 		– Sell
-2,722
Closed -$347K – 77
2025
Q4 		$347K Sell
2,722
-37
-1% -$4.6K 0.22% 70
2025
Q3 		$359K Sell
2,759
-5
-0.2% -$710 0.24% 67
2025
Q2 		$368K Buy
+2,764
New +$324K 0.31% 64

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parsonex Advisory Services's KKR Position: Q1 2026 in Review

Parsonex Advisory Services sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,722 shares — an estimated $347K sold.

Parsonex Advisory Services first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $368K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Parsonex Advisory Services reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 2,722 KKR & Co shares in Q1 2026, an estimated $347K.
  • Parsonex Advisory Services first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's KKR & Co position peaked at $368K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.