Atticus Wealth Management’s KKR & Co KKR Stock Holding History

Atticus Wealth 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	-133	Closed	-$17.7K	–	429
2025 Q2	$17.7K	Hold	133	–	–	﹤0.01%	424
2025 Q1	$15.4K	Hold	133	–	–	0.01%	348
2024 Q4	$19.7K	Hold	133	–	–	0.01%	333
2024 Q3	$17.4K	Hold	133	–	–	0.01%	343
2024 Q2	$14K	Hold	133	–	–	﹤0.01%	347
2024 Q1	$13.4K	Hold	133	–	–	﹤0.01%	367
2023 Q4	$11K	Hold	133	–	–	﹤0.01%	390
2023 Q3	$8.19K	Hold	133	–	–	﹤0.01%	427
2023 Q2	$7.45K	Hold	133	–	–	﹤0.01%	421
2023 Q1	$6.99K	Hold	133	–	–	﹤0.01%	413
2022 Q4	$6.17K	Hold	133	–	–	﹤0.01%	417
2022 Q3	$6K	Hold	133	–	–	﹤0.01%	420
2022 Q2	$6K	Hold	133	–	–	﹤0.01%	451
2022 Q1	$8K	Buy	+133	New	+$8.37K	﹤0.01%	424

Other funds holding KKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atticus Wealth Management's KKR Position: Q3 2025 in Review

Atticus Wealth Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 133 shares — an estimated $17.7K sold.

Atticus Wealth Management first reported a position in KKR in Q1 2022 and held it in 14 quarters. The position peaked at $19.7K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

Atticus Wealth Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 133 KKR & Co shares in Q3 2025, an estimated $17.7K.
Atticus Wealth Management first reported a position in KKR & Co in Q1 2022 and held it in 14 quarters.
Atticus Wealth Management's KKR & Co position peaked at $19.7K in Q4 2024.
1,381 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.