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Private Advisory Group’s KKR & Co KKR Stock Holding History

Private Advisory Group’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
-7,646
Closed -$994K – 261
2025
Q3 		$994K Sell
7,646
-1,198
-14% -$170K 0.08% 121
2025
Q2 		$1.18M Buy
8,844
+1,111
+14% +$130K 0.11% 115
2025
Q1 		$894K Sell
7,733
-1,743
-18% -$240K 0.1% 121
2024
Q4 		$1.4M Buy
9,476
+2,046
+28% +$300K 0.16% 94
2024
Q3 		$970K Buy
+7,430
New +$879K 0.12% 120

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Private Advisory Group's KKR Position: Q4 2025 in Review

Private Advisory Group sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 7,646 shares — an estimated $994K sold.

Private Advisory Group first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $1.4M in Q4 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Private Advisory Group reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Private Advisory Group sold 7,646 KKR & Co shares in Q4 2025, an estimated $994K.
  • Private Advisory Group first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • Private Advisory Group's KKR & Co position peaked at $1.4M in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.