Total Clarity Wealth Management’s KKR & Co KKR Stock Holding History

Total Clarity Wealth Management’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	-3,811	Closed	-$486K	–	330
2025 Q4	$486K	Buy	3,811 +1	+0%	+$124	0.12%	174
2025 Q3	$495K	Hold	3,810	–	–	0.13%	167
2025 Q2	$507K	Sell	3,810 -100	-3%	-$11.7K	0.15%	153
2025 Q1	$578K	Hold	3,910	–	–	0.19%	132
2024 Q4	$578K	Sell	3,910 -150	-4%	-$22K	0.19%	133
2024 Q3	$530K	Hold	4,060	–	–	0.17%	140
2024 Q2	$427K	Hold	4,060	–	–	0.15%	150
2024 Q1	$408K	Buy	+4,060	New	+$373K	0.14%	165
2022 Q3	–	Sell	-900	Closed	-$42K	–	628
2022 Q2	$42K	Buy	+900	New	+$47.2K	0.02%	439

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Total Clarity Wealth Management's KKR Position: Q1 2026 in Review

Total Clarity Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 3,811 shares — an estimated $486K sold.

Total Clarity Wealth Management first reported a position in KKR in Q2 2022 and held it in 9 quarters. The position peaked at $578K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Total Clarity Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 3,811 KKR & Co shares in Q1 2026, an estimated $486K.
Total Clarity Wealth Management first reported a position in KKR & Co in Q2 2022 and held it in 9 quarters.
Total Clarity Wealth Management's KKR & Co position peaked at $578K in Q1 2025.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.