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

SageView 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	$151K	Sell	1,181 -1,384	-54%	-$172K	0.01%	688
2025 Q3	$333K	Sell	2,565 -204	-7%	-$29K	0.01%	484
2025 Q2	$421K	Sell	2,769 -44	-2%	-$5.15K	0.02%	411
2025 Q1	$325K	Sell	2,813 -3,825	-58%	-$526K	0.01%	448
2024 Q4	$982K	Buy	6,638 +964	+17%	+$141K	0.04%	225
2024 Q3	$741K	Sell	5,674 -1,197	-17%	-$142K	0.04%	236
2024 Q2	$723K	Buy	+6,871	New	+$700K	0.03%	274
2024 Q1	–	Sell	-4,063	Closed	-$357K	–	644
2023 Q4	$357K	Buy	+4,063	New	+$275K	0.02%	461
2023 Q1	–	Sell	-5,509	Closed	-$256K	–	473
2022 Q4	$256K	Buy	+5,509	New	+$269K	0.02%	356

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

SageView Advisory Group reduced its KKR & Co (KKR) stake by 54% in Q4 2025, selling an estimated $172K and leaving 1,181 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #688.

SageView Advisory Group first reported a position in KKR in Q4 2022 and has held it in 9 quarters since. The position peaked at $982K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

SageView Advisory Group held 1,181 shares of KKR & Co worth $151K as of Q4 2025.
SageView Advisory Group sold 1,384 KKR & Co shares in Q4 2025, an estimated $172K.
KKR & Co made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #688 holding.
SageView Advisory Group first reported a position in KKR & Co in Q4 2022 and has held it in 9 quarters since.
SageView Advisory Group's KKR & Co position peaked at $982K in Q4 2024.
1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.