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Transamerica Financial Advisors’s KKR & Co KKR Stock Holding History

Transamerica Financial 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 		$42.3K Buy
457
+143
+46% +$15.1K ﹤0.01% 669
2025
Q4 		$40K Buy
314
+166
+112% +$20.6K ﹤0.01% 575
2025
Q3 		$19.1K Buy
+148
New +$21K ﹤0.01% 615
2016
Q2 		– Sell
-1,249
Closed -$19K – 559
2016
Q1 		$19K Sell
1,249
-17,492
-93% -$238K ﹤0.01% 489
2015
Q4 		$293K Hold
18,741
– – 0.02% 279
2015
Q3 		$315K Sell
18,741
-732
-4% -$15.6K 0.03% 257
2015
Q2 		$445K Sell
19,473
-223
-1% -$5.12K 0.03% 237
2015
Q1 		$450K Buy
19,696
+704
+4% +$16.6K 0.03% 239
2014
Q4 		$441K Buy
18,992
+4,378
+30% +$95.9K 0.03% 199
2014
Q3 		$326K Sell
14,614
-35
-0.2% -$821 0.03% 212
2014
Q2 		$357K Buy
14,649
+185
+1% +$4.31K 0.03% 216
2014
Q1 		$331K Sell
14,464
-451
-3% -$10.9K 0.03% 192
2013
Q4 		$364K Sell
14,915
-1,269
-8% -$29.2K 0.04% 187
2013
Q3 		$334K Sell
16,184
-9,623
-37% -$193K 0.04% 181
2013
Q2 		$508K Buy
+25,807
New +$512K 0.08% 117

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