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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return