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Kkr & Co shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

All positions including Kkr & Co held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr & Co by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $384k 3.0k 127.48
2025-09-30 $391k 3.0k 129.95
2025-06-30 $400k 3.0k 133.03
2025-03-31 $348k 3.0k 115.61

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Chevron Corporation (CVX)

View all positions for Rochester Wealth Strategies

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
Invesco
Capital World Investors
Akre Capital Management
First Manhattan
Brown Advisory Holdings Incorporated
Nuveen

View all funds holding Kkr & Co