AIM
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Access Investment Management’s KKR & Co KKR Stock Holding History

Access Investment Management’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
Q3 		– Sell
-166
Closed -$22.1K – 176
2025
Q2 		$22.1K Buy
+166
New +$19.4K 0.01% 129

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Access Investment Management's KKR Position: Q3 2025 in Review

Access Investment Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 166 shares — an estimated $22.1K sold.

Access Investment Management first reported a position in KKR in Q2 2025 and held it in 1 quarter. The position peaked at $22.1K in Q2 2025. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Access Investment Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Access Investment Management sold 166 KKR & Co shares in Q3 2025, an estimated $22.1K.
  • Access Investment Management first reported a position in KKR & Co in Q2 2025 and held it in 1 quarter.
  • Access Investment Management's KKR & Co position peaked at $22.1K in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Access Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.