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WealthTrak Capital Management’s KKR & Co KKR Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-70
Closed -$9.31K – 510
2025
Q2 		$9.31K Buy
70
+23
+49% +$2.69K 0.01% 201
2025
Q1 		$5.43K Buy
47
+18
+62% +$2.48K ﹤0.01% 227
2024
Q4 		$4.29K Buy
+29
New +$4.25K ﹤0.01% 225

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrak Capital Management's KKR Position: Q3 2025 in Review

WealthTrak Capital Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 70 shares — an estimated $9.31K sold.

WealthTrak Capital Management first reported a position in KKR in Q4 2024 and held it in 3 quarters. The position peaked at $9.31K in Q2 2025. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • WealthTrak Capital Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 70 KKR & Co shares in Q3 2025, an estimated $9.31K.
  • WealthTrak Capital Management first reported a position in KKR & Co in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's KKR & Co position peaked at $9.31K in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.