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Toth Financial Advisory’s KKR & Co KKR Stock Holding History

Toth Financial Advisory’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
-2
Closed -$255 – 984
2025
Q4 		$255 Buy
+2
New +$249 ﹤0.01% 840
2025
Q1 		– Sell
-5,210
Closed -$771K – 746
2024
Q4 		$771K Buy
5,210
+10
+0.2% +$1.47K 0.09% 137
2024
Q3 		$679K Buy
5,200
+2,450
+89% +$290K 0.08% 149
2024
Q2 		$289K Buy
+2,750
New +$280K 0.04% 188

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Toth Financial Advisory's KKR Position: Q1 2026 in Review

Toth Financial Advisory sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2 shares — an estimated $255 sold.

Toth Financial Advisory first reported a position in KKR in Q2 2024 and held it in 4 quarters. The position peaked at $771K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Toth Financial Advisory reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 2 KKR & Co shares in Q1 2026, an estimated $255.
  • Toth Financial Advisory first reported a position in KKR & Co in Q2 2024 and held it in 4 quarters.
  • Toth Financial Advisory's KKR & Co position peaked at $771K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.