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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
2026
Q1 		– Sell
-39
Closed -$4.97K – 731
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

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

Tucker Asset Management's KKR Position: Q1 2026 in Review

Tucker Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 39 shares — an estimated $4.97K sold.

Tucker Asset Management first reported a position in KKR in Q2 2023 and held it in 7 quarters. The position peaked at $4.97K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Tucker Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 39 KKR & Co shares in Q1 2026, an estimated $4.97K.
  • Tucker Asset Management first reported a position in KKR & Co in Q2 2023 and held it in 7 quarters.
  • Tucker Asset Management's KKR & Co position peaked at $4.97K in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.