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Redmont Wealth Advisors’s KKR & Co KKR Stock Holding History

Redmont Wealth 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
Q4 		$5.61K Hold
44
– – 0.01% 233
2025
Q3 		$5.72K Hold
44
– – 0.01% 245
2025
Q2 		$5.85K Buy
+44
New +$5.15K 0.01% 233
2024
Q4 		– Sell
-44
Closed -$5.75K – 184
2024
Q3 		$5.75K Hold
44
– – 0.01% 241
2024
Q2 		$4.63K Hold
44
– – 0.01% 264
2024
Q1 		$4.43K Buy
+44
New +$4.05K 0.01% 267

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

Redmont Wealth Advisors's KKR Position: Q4 2025 in Review

Redmont Wealth Advisors held its KKR & Co (KKR) position steady in Q4 2025 at 44 shares worth $5.61K. The position accounts for 0.01% of the portfolio, ranked #233.

Redmont Wealth Advisors first reported a position in KKR in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.85K in Q2 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Redmont Wealth Advisors held 44 shares of KKR & Co worth $5.61K as of Q4 2025.
  • Redmont Wealth Advisors left its KKR & Co share count unchanged in Q4 2025.
  • KKR & Co made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #233 holding.
  • Redmont Wealth Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's KKR & Co position peaked at $5.85K in Q2 2025.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.