Holistic Planning »

Kkr & Co shares owned by Holistic Planning

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

All positions including Kkr & Co held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kkr & Co by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 1.7k 127.47
2025-09-30 $259k 2.0k 129.97
2025-06-30 $255k 1.9k 133.00

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Kkr & Co

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
FMR
Massachusetts Financial Services
Principal Financial Group
Geode Capital Management
Norges Bank Investment Management
Invesco
T. Rowe Price Investment Management
First Manhattan
Akre Capital Management
Manufacturers Life Insurance Company

View all funds holding Kkr & Co