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Professional Financial Advisors’s KKR & Co KKR Stock Holding History

Professional Financial Advisors’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
Q3 		– Sell
-1,680
Closed -$223K – 128
2025
Q2 		$223K Sell
1,680
-10,132
-86% -$1.19M 0.05% 111
2025
Q1 		$1.37M Sell
11,812
-210
-2% -$28.9K 0.35% 49
2024
Q4 		$1.78M Sell
12,022
-154
-1% -$22.6K 0.46% 39
2024
Q3 		$1.59M Sell
12,176
-1,372
-10% -$162K 0.41% 40
2024
Q2 		$1.43M Buy
13,548
+203
+2% +$20.7K 0.39% 42
2024
Q1 		$1.34M Buy
+13,345
New +$1.23M 0.38% 44
2023
Q2 		– Sell
-16,117
Closed -$942K – 81
2023
Q1 		$942K Buy
+16,117
New +$865K 0.56% 37
2022
Q4 		– Sell
-1,520
Closed -$65K – 279
2022
Q3 		$65K Buy
1,520
+3
+0.2% +$152 0.04% 127
2022
Q2 		$70K Sell
1,517
-14,600
-91% -$766K 0.04% 125
2022
Q1 		$942K Buy
16,117
+72
+0.4% +$4.53K 0.41% 47
2021
Q4 		$1.2M Sell
16,045
-801
-5% -$59.1K 0.52% 38
2021
Q3 		$1.03M Buy
16,846
+352
+2% +$22.1K 0.59% 32
2021
Q2 		$996K Buy
+16,494
New +$915K 0.55% 34
2021
Q1 		– Sell
-18,511
Closed -$750K – 385
2020
Q4 		$750K Buy
+18,511
New +$699K 0.59% 42

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Professional Financial Advisors's KKR Position: Q3 2025 in Review

Professional Financial Advisors sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,680 shares — an estimated $223K sold.

Professional Financial Advisors first reported a position in KKR in Q4 2020 and held it in 14 quarters. The position peaked at $1.78M in Q4 2024. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Professional Financial Advisors reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Professional Financial Advisors sold 1,680 KKR & Co shares in Q3 2025, an estimated $223K.
  • Professional Financial Advisors first reported a position in KKR & Co in Q4 2020 and held it in 14 quarters.
  • Professional Financial Advisors's KKR & Co position peaked at $1.78M in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Professional Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.