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Pathway Financial Advisers’s KKR & Co KKR Stock Holding History

Pathway Financial Advisers’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
-187
Closed -$24.3K – 257
2025
Q3 		$24.3K Buy
+187
New +$26.5K 0.01% 283
2025
Q1 		– Sell
-186
Closed -$27.5K – 294
2024
Q4 		$27.5K Hold
186
– – 0.01% 277
2024
Q3 		$24.3K Hold
186
– – 0.01% 237
2024
Q2 		$19.5K Buy
186
+1
+0.5% +$102 0.01% 294
2024
Q1 		$18.6K Hold
185
– – 0.01% 296
2023
Q4 		$15.3K Buy
185
+1
+0.5% +$68 0.01% 319
2023
Q3 		$11.4K Buy
+184
New +$11.2K ﹤0.01% 349
2023
Q1 		$9.63K Hold
183
– – ﹤0.01% 389
2022
Q4 		$8.49K Buy
+183
New +$8.92K ﹤0.01% 444

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pathway Financial Advisers's KKR Position: Q4 2025 in Review

Pathway Financial Advisers sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 187 shares — an estimated $24.3K sold.

Pathway Financial Advisers first reported a position in KKR in Q4 2022 and held it in 9 quarters. The position peaked at $27.5K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Pathway Financial Advisers reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 187 KKR & Co shares in Q4 2025, an estimated $24.3K.
  • Pathway Financial Advisers first reported a position in KKR & Co in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's KKR & Co position peaked at $27.5K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.