WMA
KKR icon

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

Wealth Management Associates’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
-3,834
Closed -$489K – 245
2025
Q4 		$489K Buy
3,834
+790
+26% +$98.3K 0.17% 114
2025
Q3 		$396K Buy
3,044
+611
+25% +$86.7K 0.14% 138
2025
Q2 		$324K Buy
2,433
+432
+22% +$50.6K 0.13% 148
2025
Q1 		$231K Buy
2,001
+138
+7% +$19K 0.1% 186
2024
Q4 		$276K Sell
1,863
-50
-3% -$7.34K 0.12% 161
2024
Q3 		$250K Buy
+1,913
New +$226K 0.11% 175

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

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

Wealth Management Associates sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 3,834 shares — an estimated $489K sold.

Wealth Management Associates first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $489K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Wealth Management Associates reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 3,834 KKR & Co shares in Q1 2026, an estimated $489K.
  • Wealth Management Associates first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Wealth Management Associates's KKR & Co position peaked at $489K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.