Bailard’s KKR & Co KKR Stock Holding History

Bailard’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	-1,391	Closed	-$206K	–	792
2024 Q4	$206K	Buy	+1,391	New	+$204K	0.01%	685

Other funds holding KKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bailard's KKR Position: Q1 2025 in Review

Bailard sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,391 shares — an estimated $206K sold.

Bailard first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Bailard reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Bailard sold 1,391 KKR & Co shares in Q1 2025, an estimated $206K.
Bailard first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
Bailard's KKR & Co position peaked at $206K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.