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WESPAC Advisors SoCal’s KKR & Co KKR Stock Holding History

WESPAC Advisors SoCal’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
-12,225
Closed -$1.59M – 114
2025
Q3 		$1.59M Buy
12,225
+2,119
+21% +$301K 0.32% 63
2025
Q2 		$1.34M Buy
10,106
+3,940
+64% +$461K 0.3% 64
2025
Q1 		$713K Buy
+6,166
New +$848K 0.19% 68

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WESPAC Advisors SoCal's KKR Position: Q4 2025 in Review

WESPAC Advisors SoCal sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 12,225 shares — an estimated $1.59M sold.

WESPAC Advisors SoCal first reported a position in KKR in Q1 2025 and held it in 3 quarters. The position peaked at $1.59M in Q3 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • WESPAC Advisors SoCal reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 12,225 KKR & Co shares in Q4 2025, an estimated $1.59M.
  • WESPAC Advisors SoCal first reported a position in KKR & Co in Q1 2025 and held it in 3 quarters.
  • WESPAC Advisors SoCal's KKR & Co position peaked at $1.59M in Q3 2025.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2025, filed 7 Jan 2026.