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Summit Wealth Group (Colorado)’s KKR & Co KKR Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-1,954
Closed -$1.14M – 454
2025
Q3 		$1.14M Buy
+1,954
New +$277K 0.12% 145

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group (Colorado)'s KKR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,954 shares — an estimated $1.14M sold.

Summit Wealth Group (Colorado) first reported a position in KKR in Q3 2025 and held it in 1 quarter. The position peaked at $1.14M in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,954 KKR & Co shares in Q4 2025, an estimated $1.14M.
  • Summit Wealth Group (Colorado) first reported a position in KKR & Co in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s KKR & Co position peaked at $1.14M in Q3 2025.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.