Baldwin Investment Management’s KKR & Co KKR Stock Holding History

Baldwin Investment 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 Q1	–	Sell	-1,500	Closed	-$222K	–	205
2024 Q4	$222K	Sell	1,500 -3,000	-67%	-$440K	0.03%	194
2024 Q3	$588K	Hold	4,500	–	–	0.07%	144
2024 Q2	$474K	Hold	4,500	–	–	0.06%	151
2024 Q1	$453K	Hold	4,500	–	–	0.06%	159
2023 Q4	$373K	Buy	+4,500	New	+$305K	0.06%	155
2022 Q2	–	Sell	-3,800	Closed	-$222	–	223
2022 Q1	$222	Hold	3,800	–	–	0.03%	234
2021 Q4	$283	Sell	3,800 -100	-3%	-$7.38K	0.04%	209
2021 Q3	$237K	Hold	3,900	–	–	0.04%	222
2021 Q2	$231K	Sell	3,900 -667	-15%	-$37K	0.04%	228
2021 Q1	$223K	Sell	4,567 -600	-12%	-$26.8K	0.04%	229
2020 Q4	$209K	Buy	+5,167	New	+$195K	0.04%	227

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

Baldwin Investment Management's KKR Position: Q1 2025 in Review

Baldwin Investment Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,500 shares — an estimated $222K sold.

Baldwin Investment Management first reported a position in KKR in Q4 2020 and held it in 11 quarters. The position peaked at $588K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Baldwin Investment Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Baldwin Investment Management sold 1,500 KKR & Co shares in Q1 2025, an estimated $222K.
Baldwin Investment Management first reported a position in KKR & Co in Q4 2020 and held it in 11 quarters.
Baldwin Investment Management's KKR & Co position peaked at $588K in Q3 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Baldwin Investment Management's 13F filing for Q1 2025, filed 7 May 2025.