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Stephens Consulting’s KKR & Co KKR Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-21
Closed -$2.79K – 807
2025
Q2 		$2.79K Buy
+21
New +$2.46K ﹤0.01% 459
2025
Q1 		– Sell
-33
Closed -$4.88K – 1535
2024
Q4 		$4.88K Sell
33
-7
-18% -$1.03K ﹤0.01% 414
2024
Q3 		$5.22K Sell
40
-19
-32% -$2.25K ﹤0.01% 396
2024
Q2 		$6.21K Buy
+59
New +$6.01K ﹤0.01% 385
2022
Q1 		– Sell
-21
Closed -$1.56K – 642
2021
Q4 		$1.56K Buy
+21
New +$1.55K ﹤0.01% 642

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephens Consulting's KKR Position: Q3 2025 in Review

Stephens Consulting sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 21 shares — an estimated $2.79K sold.

Stephens Consulting first reported a position in KKR in Q4 2021 and held it in 5 quarters. The position peaked at $6.21K in Q2 2024. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Stephens Consulting reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 21 KKR & Co shares in Q3 2025, an estimated $2.79K.
  • Stephens Consulting first reported a position in KKR & Co in Q4 2021 and held it in 5 quarters.
  • Stephens Consulting's KKR & Co position peaked at $6.21K in Q2 2024.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.