Turtle Creek Wealth Advisors’s KKR & Co KKR Stock Holding History

Turtle Creek Wealth 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	–	Sell	-2,609	Closed	-$333K	–	499
2025 Q4	$333K	Sell	2,609 -440	-14%	-$54.7K	0.03%	284
2025 Q3	$396K	Buy	+3,049	New	+$433K	0.04%	240
2024 Q1	–	Sell	-367	Closed	-$30.4K	–	522
2023 Q4	$30.4K	Buy	+367	New	+$24.8K	0.01%	342

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's KKR Position: Q1 2026 in Review

Turtle Creek Wealth Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,609 shares — an estimated $333K sold.

Turtle Creek Wealth Advisors first reported a position in KKR in Q4 2023 and held it in 3 quarters. The position peaked at $396K in Q3 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Turtle Creek Wealth Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 2,609 KKR & Co shares in Q1 2026, an estimated $333K.
Turtle Creek Wealth Advisors first reported a position in KKR & Co in Q4 2023 and held it in 3 quarters.
Turtle Creek Wealth Advisors's KKR & Co position peaked at $396K in Q3 2025.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.