180 Wealth Advisors’s KKR & Co KKR Stock Holding History

180 Wealth Advisors’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
2025 Q1	–	Sell	-1,543	Closed	-$228K	–	428
2024 Q4	$228K	Buy	+1,543	New	+$226K	0.04%	364

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

180 Wealth Advisors's KKR Position: Q1 2025 in Review

180 Wealth Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,543 shares — an estimated $228K sold.

180 Wealth Advisors first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

180 Wealth Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
180 Wealth Advisors sold 1,543 KKR & Co shares in Q1 2025, an estimated $228K.
180 Wealth Advisors first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
180 Wealth Advisors's KKR & Co position peaked at $228K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.