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PDS Planning’s KKR & Co KKR Stock Holding History

PDS Planning’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 		$214K Sell
2,317
-107
-4% -$11.3K 0.01% 501
2025
Q4 		$309K Buy
2,424
+75
+3% +$9.33K 0.02% 372
2025
Q3 		$305K Buy
2,349
+102
+5% +$14.5K 0.02% 365
2025
Q2 		$299K Buy
+2,247
New +$263K 0.02% 352
2025
Q1 		– Sell
-1,366
Closed -$202K – 482
2024
Q4 		$202K Buy
+1,366
New +$200K 0.02% 400

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PDS Planning's KKR Position: Q1 2026 in Review

PDS Planning reduced its KKR & Co (KKR) stake by 4.4% in Q1 2026, selling an estimated $11.3K and leaving 2,317 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #501.

PDS Planning first reported a position in KKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • PDS Planning held 2,317 shares of KKR & Co worth $214K as of Q1 2026.
  • PDS Planning sold 107 KKR & Co shares in Q1 2026, an estimated $11.3K.
  • KKR & Co made up 0.01% of PDS Planning's portfolio in Q1 2026, its #501 holding.
  • PDS Planning first reported a position in KKR & Co in Q4 2024 and has held it in 5 quarters since.
  • PDS Planning's KKR & Co position peaked at $309K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.