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Wealth Alliance’s KKR & Co KKR Stock Holding History

Wealth Alliance’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
-1,994
Closed -$231K – 557
2025
Q1 		$231K Sell
1,994
-119
-6% -$16.4K 0.03% 465
2024
Q4 		$313K Sell
2,113
-168
-7% -$24.6K 0.04% 370
2024
Q3 		$298K Buy
+2,281
New +$270K 0.04% 400
2024
Q1 		– Sell
-3,638
Closed -$301K – 528
2023
Q4 		$301K Buy
+3,638
New +$246K 0.04% 379

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

Wealth Alliance's KKR Position: Q2 2025 in Review

Wealth Alliance sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 1,994 shares — an estimated $231K sold.

Wealth Alliance first reported a position in KKR in Q4 2023 and held it in 4 quarters. The position peaked at $313K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Wealth Alliance reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,994 KKR & Co shares in Q2 2025, an estimated $231K.
  • Wealth Alliance first reported a position in KKR & Co in Q4 2023 and held it in 4 quarters.
  • Wealth Alliance's KKR & Co position peaked at $313K in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.