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USA Financial Formulas’s KKR & Co KKR Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-8
Closed -$925 – 312
2025
Q1 		$925 Sell
8
-7,469
-100% -$1.03M ﹤0.01% 269
2024
Q4 		$1.11M Buy
7,477
+666
+10% +$97.7K 0.17% 57
2024
Q3 		$889K Buy
+6,811
New +$806K 0.14% 72
2024
Q2 		– Sell
-3,210
Closed -$323K – 348
2024
Q1 		$323K Buy
+3,210
New +$295K 0.05% 141

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

USA Financial Formulas's KKR Position: Q2 2025 in Review

USA Financial Formulas sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 8 shares — an estimated $925 sold.

USA Financial Formulas first reported a position in KKR in Q1 2024 and held it in 4 quarters. The position peaked at $1.11M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • USA Financial Formulas reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 8 KKR & Co shares in Q2 2025, an estimated $925.
  • USA Financial Formulas first reported a position in KKR & Co in Q1 2024 and held it in 4 quarters.
  • USA Financial Formulas's KKR & Co position peaked at $1.11M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.