RMR Wealth Builders’s KKR & Co KKR Stock Holding History

RMR Wealth Builders’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	–	Sell	-1,795	Closed	-$229K	–	284
2025 Q4	$229K	Buy	1,795 +1	+0.1%	+$124	0.02%	259
2025 Q3	$233K	Sell	1,794 -21	-1%	-$2.98K	0.02%	254
2025 Q2	$241K	Buy	+1,815	New	+$212K	0.02%	255
2022 Q1	–	Sell	-3,351	Closed	-$250K	–	211
2021 Q4	$250K	Buy	3,351 +6	+0.2%	+$443	0.07%	101
2021 Q3	$204K	Buy	+3,345	New	+$210K	0.06%	182
2021 Q2	–	Sell	-3,331	Closed	-$163K	–	444
2021 Q1	$163K	Buy	3,331 +174	+6%	+$7.79K	0.04%	218
2020 Q4	$128K	Buy	+3,157	New	+$119K	0.06%	186
2020 Q3	–	Sell	-337	Closed	-$10K	–	353
2020 Q2	$10K	Buy	+337	New	+$9.05K	0.01%	347
2019 Q4	$27K	Buy	+938	New	+$26.7K	0.03%	286

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RMR Wealth Builders's KKR Position: Q1 2026 in Review

RMR Wealth Builders sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,795 shares — an estimated $229K sold.

RMR Wealth Builders first reported a position in KKR in Q4 2019 and held it in 9 quarters. The position peaked at $250K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

RMR Wealth Builders reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
RMR Wealth Builders sold 1,795 KKR & Co shares in Q1 2026, an estimated $229K.
RMR Wealth Builders first reported a position in KKR & Co in Q4 2019 and held it in 9 quarters.
RMR Wealth Builders's KKR & Co position peaked at $250K in Q4 2021.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.