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Tucker Asset Management’s KKR & Co KKR Stock Holding History

Tucker Asset 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
2025
Q4 		$4.97K Buy
+39
New +$4.85K ﹤0.01% 694
2024
Q4 		– Sell
-26
Closed -$3.4K – 1574
2024
Q3 		$3.4K Sell
26
-4
-13% -$473 ﹤0.01% 1035
2024
Q2 		$3.16K Hold
30
– – ﹤0.01% 1200
2024
Q1 		$3.02K Hold
30
– – ﹤0.01% 1225
2023
Q4 		$2.49K Hold
30
– – ﹤0.01% 1085
2023
Q3 		$1.85K Hold
30
– – ﹤0.01% 1052
2023
Q2 		$1.68K Buy
+30
New +$1.57K ﹤0.01% 890

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

Tucker Asset Management's KKR Position: Q4 2025 in Review

Tucker Asset Management opened a new position in KKR & Co (KKR) in Q4 2025: 39 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in KKR as recently as Q3 2024.

Tucker Asset Management first reported a position in KKR in Q2 2023 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Tucker Asset Management held 39 shares of KKR & Co worth $4.97K as of Q4 2025.
  • KKR & Co was a new Tucker Asset Management position in Q4 2025.
  • KKR & Co made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #694 holding.
  • Tucker Asset Management first reported a position in KKR & Co in Q2 2023 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.