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Aveo Capital Partners’s KKR & Co KKR Stock Holding History

Aveo Capital Partners’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
-1,387
Closed -$205K – 268
2024
Q4 		$205K Sell
1,387
-308
-18% -$45.2K 0.02% 329
2024
Q3 		$221K Buy
+1,695
New +$201K 0.02% 321
2024
Q2 		– Sell
-2,175
Closed -$207K – 349
2024
Q1 		$207K Buy
+2,175
New +$200K 0.02% 354

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aveo Capital Partners's KKR Position: Q1 2025 in Review

Aveo Capital Partners sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,387 shares — an estimated $205K sold.

Aveo Capital Partners first reported a position in KKR in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Aveo Capital Partners reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,387 KKR & Co shares in Q1 2025, an estimated $205K.
  • Aveo Capital Partners first reported a position in KKR & Co in Q1 2024 and held it in 3 quarters.
  • Aveo Capital Partners's KKR & Co position peaked at $221K in Q3 2024.
  • 1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.