Sowell Financial Services’s KKR & Co KKR Stock Holding History

Sowell Financial Services’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	-1,652	Closed	-$211K	–	1160
2025 Q4	$211K	Sell	1,652 -294	-15%	-$36.6K	0.01%	1010
2025 Q3	$253K	Buy	1,946 +398	+26%	+$56.5K	0.01%	886
2025 Q2	$206K	Sell	1,548 -3,471	-69%	-$406K	0.01%	960
2025 Q1	$580K	Buy	+5,019	New	+$691K	0.03%	549
2021 Q2	–	Sell	-5,328	Closed	-$307K	–	1696
2021 Q1	$307K	Buy	5,328 +1	+0%	+$45	0.01%	839
2020 Q4	$216K	Buy	5,327 +1	+0%	+$38	0.01%	810
2020 Q3	$183K	Hold	5,326	–	–	0.01%	758
2020 Q2	$164K	Sell	5,326 -499	-9%	-$13.4K	0.01%	793
2020 Q1	$137K	Buy	5,825 +331	+6%	+$9.51K	0.01%	761
2019 Q4	$160K	Sell	5,494 -999	-15%	-$28.5K	0.01%	786
2019 Q3	$174K	Buy	+6,493	New	+$171K	0.01%	685

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

Sowell Financial Services's KKR Position: Q1 2026 in Review

Sowell Financial Services sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,652 shares — an estimated $211K sold.

Sowell Financial Services first reported a position in KKR in Q3 2019 and held it in 11 quarters. The position peaked at $580K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Sowell Financial Services reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 1,652 KKR & Co shares in Q1 2026, an estimated $211K.
Sowell Financial Services first reported a position in KKR & Co in Q3 2019 and held it in 11 quarters.
Sowell Financial Services's KKR & Co position peaked at $580K in Q1 2025.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.