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Advisors Asset Management’s KKR & Co KKR Stock Holding History

Advisors Asset 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
2026
Q1 		$442K Sell
4,782
-2,037
-30% -$215K 0.01% 998
2025
Q4 		$869K Sell
6,819
-205
-3% -$25.5K 0.01% 822
2025
Q3 		$913K Sell
7,024
-10,193
-59% -$1.45M 0.02% 814
2025
Q2 		$2.29M Sell
17,217
-6,716
-28% -$786K 0.04% 535
2025
Q1 		$2.77M Sell
23,933
-12,341
-34% -$1.7M 0.05% 474
2024
Q4 		$5.37M Buy
36,274
+819
+2% +$120K 0.1% 259
2024
Q3 		$4.63M Buy
35,455
+3,072
+9% +$363K 0.09% 308
2024
Q2 		$3.41M Buy
32,383
+12,328
+61% +$1.26M 0.07% 375
2024
Q1 		$2.02M Buy
20,055
+10,060
+101% +$925K 0.04% 551
2023
Q4 		$828K Buy
+9,995
New +$677K 0.02% 762

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return