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RFG Advisory’s KKR & Co KKR Stock Holding History

RFG Advisory’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 		$458K Sell
4,946
-3,612
-42% -$381K 0.01% 776
2025
Q4 		$1.09M Sell
8,558
-2,870
-25% -$357K 0.02% 504
2025
Q3 		$1.49M Sell
11,428
-108
-0.9% -$15.3K 0.03% 388
2025
Q2 		$1.53M Buy
11,536
+427
+4% +$50K 0.04% 356
2025
Q1 		$1.28M Sell
11,109
-1,877
-14% -$258K 0.03% 353
2024
Q4 		$1.92M Sell
12,986
-444
-3% -$65.1K 0.05% 261
2024
Q3 		$1.75M Buy
13,430
+3,533
+36% +$418K 0.05% 272
2024
Q2 		$1.04M Buy
9,897
+2,571
+35% +$262K 0.03% 336
2024
Q1 		$737K Buy
7,326
+4,822
+193% +$443K 0.03% 412
2023
Q4 		$207K Buy
+2,504
New +$170K 0.01% 629

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