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Trifecta Capital Advisors’s KKR & Co KKR Stock Holding History

Trifecta Capital 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
2025
Q4 		– Sell
-11
Closed -$1.43K – 358
2025
Q3 		$1.43K Hold
11
– – ﹤0.01% 379
2025
Q2 		$1.46K Buy
+11
New +$1.29K ﹤0.01% 383

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Trifecta Capital Advisors's KKR Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 11 shares — an estimated $1.43K sold.

Trifecta Capital Advisors first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $1.46K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 11 KKR & Co shares in Q4 2025, an estimated $1.43K.
  • Trifecta Capital Advisors first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
  • Trifecta Capital Advisors's KKR & Co position peaked at $1.46K in Q2 2025.
  • 1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.