QWP
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Quotient Wealth Partners’s KKR & Co KKR Stock Holding History

Quotient Wealth Partners’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 		$209K Sell
2,260
-520
-19% -$54.8K 0.01% 349
2025
Q4 		$354K Sell
2,780
-40
-1% -$4.97K 0.01% 251
2025
Q3 		$366K Buy
2,820
+152
+6% +$21.6K 0.01% 244
2025
Q2 		$355K Buy
2,668
+469
+21% +$54.9K 0.01% 241
2025
Q1 		$254K Sell
2,199
-36
-2% -$4.95K 0.01% 285
2024
Q4 		$331K Buy
2,235
+125
+6% +$18.3K 0.01% 230
2024
Q3 		$276K Buy
+2,110
New +$250K 0.01% 263
2024
Q2 		– Sell
-2,405
Closed -$242K – 315
2024
Q1 		$242K Sell
2,405
-3,791
-61% -$349K 0.01% 266
2023
Q4 		$513K Buy
+6,196
New +$420K 0.02% 171

Other funds holding KKR

BlackRock
BlackRock New York $5.7T 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