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Serenus Wealth Advisors’s KKR & Co KKR Stock Holding History

Serenus Wealth 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
2026
Q1 		– Sell
-1,806
Closed -$230K – 73
2025
Q4 		$230K Hold
1,806
– – 0.04% 62
2025
Q3 		$235K Hold
1,806
– – 0.04% 56
2025
Q2 		$240K Hold
1,806
– – 0.04% 56
2025
Q1 		$209K Hold
1,806
– – 0.03% 58
2024
Q4 		$267K Buy
+1,806
New +$265K 0.05% 45

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Serenus Wealth Advisors's KKR Position: Q1 2026 in Review

Serenus Wealth Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,806 shares — an estimated $230K sold.

Serenus Wealth Advisors first reported a position in KKR in Q4 2024 and held it in 5 quarters. The position peaked at $267K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Serenus Wealth Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Serenus Wealth Advisors sold 1,806 KKR & Co shares in Q1 2026, an estimated $230K.
  • Serenus Wealth Advisors first reported a position in KKR & Co in Q4 2024 and held it in 5 quarters.
  • Serenus Wealth Advisors's KKR & Co position peaked at $267K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.