Reston Wealth Management’s KKR & Co KKR Stock Holding History

Reston Wealth Management’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
2024 Q4	–	Sell	-3	Closed	-$392	–	248
2024 Q3	$392	Buy	+3	New	+$355	﹤0.01%	417

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reston Wealth Management's KKR Position: Q4 2024 in Review

Reston Wealth Management sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 3 shares — an estimated $392 sold.

Reston Wealth Management first reported a position in KKR in Q3 2024 and held it in 1 quarter. The position peaked at $392 in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Reston Wealth Management reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 3 KKR & Co shares in Q4 2024, an estimated $392.
Reston Wealth Management first reported a position in KKR & Co in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's KKR & Co position peaked at $392 in Q3 2024.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.