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RIA Advisory Group’s KKR & Co KKR Stock Holding History

RIA Advisory Group’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 		– Sell
-1,550
Closed -$201K – 153
2025
Q3 		$201K Buy
1,550
+2
+0.1% +$284 0.05% 148
2025
Q2 		$206K Buy
+1,548
New +$181K 0.06% 126
2025
Q1 		– Sell
-3,247
Closed -$480K – 152
2024
Q4 		$480K Buy
+3,247
New +$476K 0.16% 76

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

RIA Advisory Group's KKR Position: Q4 2025 in Review

RIA Advisory Group sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,550 shares — an estimated $201K sold.

RIA Advisory Group first reported a position in KKR in Q4 2024 and held it in 3 quarters. The position peaked at $480K in Q4 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • RIA Advisory Group reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • RIA Advisory Group sold 1,550 KKR & Co shares in Q4 2025, an estimated $201K.
  • RIA Advisory Group first reported a position in KKR & Co in Q4 2024 and held it in 3 quarters.
  • RIA Advisory Group's KKR & Co position peaked at $480K in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on RIA Advisory Group's 13F filing for Q4 2025, filed 2 Feb 2026.