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Systematic Alpha Investments’s KKR & Co KKR Stock Holding History

Systematic Alpha Investments’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
-2,860
Closed -$372K – 237
2025
Q3 		$372K Hold
2,860
– – 0.01% 178
2025
Q2 		$380K Hold
2,860
– – 0.01% 171
2025
Q1 		$331K Hold
2,860
– – 0.01% 180
2024
Q4 		$423K Buy
+2,860
New +$420K 0.02% 159
2022
Q2 		– Sell
-10,600
Closed -$620K – 223
2022
Q1 		$620K Hold
10,600
– – 0.03% 133
2021
Q4 		$790K Hold
10,600
– – 0.04% 115
2021
Q3 		$845K Hold
10,600
– – 0.04% 116
2021
Q2 		$697K Buy
+10,600
New +$588K 0.03% 117

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

Systematic Alpha Investments's KKR Position: Q4 2025 in Review

Systematic Alpha Investments sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,860 shares — an estimated $372K sold.

Systematic Alpha Investments first reported a position in KKR in Q2 2021 and held it in 8 quarters. The position peaked at $845K in Q3 2021. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Systematic Alpha Investments reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Systematic Alpha Investments sold 2,860 KKR & Co shares in Q4 2025, an estimated $372K.
  • Systematic Alpha Investments first reported a position in KKR & Co in Q2 2021 and held it in 8 quarters.
  • Systematic Alpha Investments's KKR & Co position peaked at $845K in Q3 2021.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Systematic Alpha Investments's 13F filing for Q4 2025, filed 12 Feb 2026.