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WR Wealth Planners’s KKR & Co KKR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$123K Buy
829
+24
+3% +$3.52K 0.04% 206
2024
Q3 		$105K Buy
805
+40
+5% +$4.73K 0.03% 259
2024
Q2 		$80.5K Buy
765
+251
+49% +$25.6K 0.02% 272
2024
Q1 		$51.7K Buy
+514
New +$47.3K 0.02% 327
2023
Q4 		– Sell
-500
Closed -$30.8K – 548
2023
Q3 		$30.8K Hold
500
– – 0.01% 375
2023
Q2 		$28K Hold
500
– – 0.01% 390
2023
Q1 		$26.3K Buy
+500
New +$26.8K 0.01% 389

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's KKR Position: Q4 2024 in Review

WR Wealth Planners increased its KKR & Co (KKR) stake by 3% in Q4 2024, buying an estimated $3.52K and bringing the position to 829 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #206.

WR Wealth Planners first reported a position in KKR in Q1 2023 and has held it in 7 quarters since. 1,329 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • WR Wealth Planners held 829 shares of KKR & Co worth $123K as of Q4 2024.
  • WR Wealth Planners bought 24 KKR & Co shares in Q4 2024, an estimated $3.52K.
  • KKR & Co made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #206 holding.
  • WR Wealth Planners first reported a position in KKR & Co in Q1 2023 and has held it in 7 quarters since.
  • 1,329 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.