Baker Tilly Wealth Management’s KKR & Co KKR Stock Holding History

Baker Tilly 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
2026 Q1	$479K	Sell	5,180 -692	-12%	-$72.9K	0.12%	163
2025 Q4	$749K	Sell	5,872 -21	-0.4%	-$2.61K	0.18%	118
2025 Q3	$766K	Sell	5,893 -40	-0.7%	-$5.68K	0.17%	107
2025 Q2	$789K	Buy	5,933 +351	+6%	+$41.1K	0.28%	79
2025 Q1	$645K	Sell	5,582 -304	-5%	-$41.8K	0.25%	100
2024 Q4	$871K	Buy	5,886 +81	+1%	+$11.9K	0.34%	65
2024 Q3	$758K	Buy	5,805 +561	+11%	+$66.4K	0.34%	74
2024 Q2	$552K	Buy	5,244 +106	+2%	+$10.8K	0.23%	111
2024 Q1	$517K	Sell	5,138 -102	-2%	-$9.38K	0.09%	244
2023 Q4	$434K	Sell	5,240 -2,271	-30%	-$154K	0.07%	309
2023 Q3	$463K	Sell	7,511 -19,557	-72%	-$1.19M	0.08%	275
2023 Q2	$1.52M	Sell	27,068 -2,827	-9%	-$148K	0.16%	139
2023 Q1	$1.57M	Buy	29,895 +4,278	+17%	+$230K	0.18%	126
2022 Q4	$1.19M	Buy	25,617 +7,665	+43%	+$374K	0.15%	163
2022 Q3	$772K	Sell	17,952 -1,753	-9%	-$88.6K	0.11%	212
2022 Q2	$912K	Buy	19,705 +1,400	+8%	+$73.5K	0.12%	187
2022 Q1	$1.07M	Buy	18,305 +4,703	+35%	+$296K	0.12%	185
2021 Q4	$1.01M	Buy	13,602 +2,228	+20%	+$164K	0.11%	195
2021 Q3	$692K	Buy	11,374 +1,932	+20%	+$121K	0.09%	247
2021 Q2	$559K	Buy	9,442 +215	+2%	+$11.9K	0.09%	254
2021 Q1	$451K	Buy	+9,227	New	+$413K	0.09%	261

Other funds holding KKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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