SMART Wealth’s KKR & Co KKR Stock Holding History

SMART Wealth’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 Q2	–	Sell	-5,748	Closed	-$665K	–	183
2025 Q1	$665K	Buy	5,748 +1,996	+53%	+$275K	0.24%	89
2024 Q4	$555K	Buy	+3,752	New	+$550K	0.2%	99

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SMART Wealth's KKR Position: Q2 2025 in Review

SMART Wealth sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 5,748 shares — an estimated $665K sold.

SMART Wealth first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $665K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

SMART Wealth reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 5,748 KKR & Co shares in Q2 2025, an estimated $665K.
SMART Wealth first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
SMART Wealth's KKR & Co position peaked at $665K in Q1 2025.
1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.