TritonPoint Wealth’s KKR & Co KKR Stock Holding History

TritonPoint Wealth’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	-1,672	Closed	-$217K	–	318
2025 Q3	$217K	Buy	1,672 +75	+5%	+$10.6K	0.02%	329
2025 Q2	$212K	Buy	+1,597	New	+$187K	0.02%	327

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

TritonPoint Wealth's KKR Position: Q4 2025 in Review

TritonPoint Wealth sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 1,672 shares — an estimated $217K sold.

TritonPoint Wealth first reported a position in KKR in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

TritonPoint Wealth reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 1,672 KKR & Co shares in Q4 2025, an estimated $217K.
TritonPoint Wealth first reported a position in KKR & Co in Q2 2025 and held it in 2 quarters.
TritonPoint Wealth's KKR & Co position peaked at $217K in Q3 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.