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Kkr & Co shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kkr & Co by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $45k 482 92.56
2025-12-31 $61k 481 127.55
2025-09-30 $62k 481 129.83
2025-06-30 $64k 480 133.01

More positions owned by VSM Wealth Advisory

Vanguard Large-cap Indexfund Etf Shares Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VCSH)
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)
Vanguard Small-cap Indexfund Etf Shares Etf (VB)
Vanguard Value Index Fund Etf Shares Etf (VTV)
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)
Schwab U.s. Broad Marketetf Etf (SCHB)
Vanguard Growth Index Fund Etf Shares Etf (VUG)
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

Top funds holding Kkr & Co

Vanguard Group
BlackRock
Vanguard Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
FMR
Principal Financial Group
Massachusetts Financial Services
Capital Research Global Investors
Geode Capital Management
Bank of America Corporation
Invesco
Vanguard Portfolio Management
First Manhattan

View all funds holding Kkr & Co