VFO
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Virtus Family Office’s KKR & Co KKR Stock Holding History

Virtus Family Office’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 		– Sell
-2,449
Closed -$318K – 66
2025
Q3 		$318K Sell
2,449
-289
-11% -$41K 0.3% 49
2025
Q2 		$364K Buy
2,738
+706
+35% +$82.6K 0.47% 40
2025
Q1 		$235K Sell
2,032
-42
-2% -$5.78K 0.3% 38
2024
Q4 		$307K Sell
2,074
-337
-14% -$49.4K 0.38% 38
2024
Q3 		$315K Sell
2,411
-53
-2% -$6.27K 0.42% 44
2024
Q2 		$259K Sell
2,464
-277
-10% -$28.2K 0.35% 44
2024
Q1 		$276K Sell
2,741
-55
-2% -$5.06K 0.44% 33
2023
Q4 		$232K Sell
2,796
-3,374
-55% -$228K 0.39% 37
2023
Q3 		$380K Buy
6,170
+807
+15% +$49K 0.69% 32
2023
Q2 		$300K Sell
5,363
-4,189
-44% -$219K 0.56% 39
2023
Q1 		$502K Sell
9,552
-413
-4% -$22.2K 0.99% 29
2022
Q4 		$463K Sell
9,965
-1,095
-10% -$53.4K 1.03% 30
2022
Q3 		$476K Buy
+11,060
New +$559K 1.22% 36

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

Virtus Family Office's KKR Position: Q4 2025 in Review

Virtus Family Office sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 2,449 shares — an estimated $318K sold.

Virtus Family Office first reported a position in KKR in Q3 2022 and held it in 13 quarters. The position peaked at $502K in Q1 2023. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Virtus Family Office reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Virtus Family Office sold 2,449 KKR & Co shares in Q4 2025, an estimated $318K.
  • Virtus Family Office first reported a position in KKR & Co in Q3 2022 and held it in 13 quarters.
  • Virtus Family Office's KKR & Co position peaked at $502K in Q1 2023.
  • 1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Virtus Family Office's 13F filing for Q4 2025, filed 3 Feb 2026.