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VCI Wealth Management’s KKR & Co KKR Stock Holding History

VCI Wealth 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 		$1.15M Sell
12,452
-6,101
-33% -$643K 0.32% 73
2025
Q4 		$2.37M Buy
18,553
+7,771
+72% +$967K 0.66% 35
2025
Q3 		$1.4M Buy
+10,782
New +$1.53M 0.42% 57
2025
Q1 		– Sell
-10,906
Closed -$1.61M – 104
2024
Q4 		$1.61M Buy
+10,906
New +$1.6M 0.68% 45

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VCI Wealth Management's KKR Position: Q1 2026 in Review

VCI Wealth Management reduced its KKR & Co (KKR) stake by 33% in Q1 2026, selling an estimated $643K and leaving 12,452 shares worth $1.15M. The position accounts for 0.32% of the portfolio, ranked #73.

VCI Wealth Management first reported a position in KKR in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.37M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • VCI Wealth Management held 12,452 shares of KKR & Co worth $1.15M as of Q1 2026.
  • VCI Wealth Management sold 6,101 KKR & Co shares in Q1 2026, an estimated $643K.
  • KKR & Co made up 0.32% of VCI Wealth Management's portfolio in Q1 2026, its #73 holding.
  • VCI Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 4 quarters since.
  • VCI Wealth Management's KKR & Co position peaked at $2.37M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.