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Richard Bernstein Advisors’s KKR & Co KKR Stock Holding History

Richard Bernstein 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 		– Sell
-11,805
Closed -$1.53M – 194
2025
Q3 		$1.53M Sell
11,805
-16,246
-58% -$2.31M 0.04% 124
2025
Q2 		$3.73M Sell
28,051
-2,492
-8% -$292K 0.09% 105
2025
Q1 		$3.53M Sell
30,543
-1,083
-3% -$149K 0.09% 114
2024
Q4 		$4.68M Hold
31,626
– – 0.11% 81
2024
Q3 		$4.13M Hold
31,626
– – 0.09% 107
2024
Q2 		$3.33M Hold
31,626
– – 0.07% 126
2024
Q1 		$3.18M Buy
+31,626
New +$2.91M 0.07% 145

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

Richard Bernstein Advisors's KKR Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 11,805 shares — an estimated $1.53M sold.

Richard Bernstein Advisors first reported a position in KKR in Q1 2024 and held it in 7 quarters. The position peaked at $4.68M in Q4 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Richard Bernstein Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 11,805 KKR & Co shares in Q4 2025, an estimated $1.53M.
  • Richard Bernstein Advisors first reported a position in KKR & Co in Q1 2024 and held it in 7 quarters.
  • Richard Bernstein Advisors's KKR & Co position peaked at $4.68M in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.