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XML Financial’s KKR & Co KKR Stock Holding History

XML Financial’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 		$506K Sell
5,474
-934
-15% -$98.5K 0.04% 263
2025
Q4 		$817K Buy
6,408
+421
+7% +$52.4K 0.07% 200
2025
Q3 		$778K Buy
5,987
+330
+6% +$46.8K 0.06% 200
2025
Q2 		$753K Buy
5,657
+811
+17% +$94.9K 0.07% 200
2025
Q1 		$560K Buy
4,846
+839
+21% +$115K 0.05% 217
2024
Q4 		$593K Buy
4,007
+228
+6% +$33.5K 0.05% 212
2024
Q3 		$493K Buy
3,779
+806
+27% +$95.4K 0.05% 234
2024
Q2 		$313K Buy
2,973
+1
+0% +$102 0.03% 269
2024
Q1 		$299K Sell
2,972
-198
-6% -$18.2K 0.03% 277
2023
Q4 		$263K Buy
+3,170
New +$215K 0.03% 280
2022
Q2 		– Sell
-3,656
Closed -$214K – 281
2022
Q1 		$214K Buy
+3,656
New +$230K 0.03% 300

Other funds holding KKR

BlackRock
BlackRock New York $5.7T 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