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TFB Advisors’s KKR & Co KKR Stock Holding History

TFB Advisors’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
-6,505
Closed -$829K – 268
2025
Q4 		$829K Sell
6,505
-166
-2% -$20.6K 0.23% 100
2025
Q3 		$840K Sell
6,671
-36
-0.5% -$5.11K 0.24% 96
2025
Q2 		$892K Buy
6,707
+326
+5% +$38.2K 0.23% 96
2025
Q1 		$738K Buy
6,381
+303
+5% +$41.7K 0.21% 114
2024
Q4 		$899K Buy
6,078
+222
+4% +$32.6K 0.26% 87
2024
Q3 		$765K Buy
5,856
+821
+16% +$97.1K 0.23% 103
2024
Q2 		$530K Buy
5,035
+412
+9% +$41.9K 0.17% 131
2024
Q1 		$440K Buy
4,623
+1,022
+28% +$94K 0.16% 145
2023
Q4 		$298K Sell
3,601
-71
-2% -$4.81K 0.15% 126
2023
Q3 		$226K Buy
+3,672
New +$223K 0.27% 95

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return