Tandem Financial’s KKR & Co KKR Stock Holding History

Tandem Financial’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	-1,801	Closed	-$234K	–	76
2025 Q3	$234K	Buy	+1,801	New	+$256K	0.09%	82

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Tandem Financial's KKR Position: Q4 2025 in Review

Tandem Financial sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,801 shares — an estimated $234K sold.

Tandem Financial first reported a position in KKR in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 1,403 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Tandem Financial reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Tandem Financial sold 1,801 KKR & Co shares in Q4 2025, an estimated $234K.
Tandem Financial first reported a position in KKR & Co in Q3 2025 and held it in 1 quarter.
Tandem Financial's KKR & Co position peaked at $234K in Q3 2025.
1,403 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Tandem Financial's 13F filing for Q4 2025, filed 10 Feb 2026.