Baldwin Wealth Partners’s KKR & Co KKR Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-61	Closed	-$7.96K	–	659
2024 Q3	$7.96K	Buy	61 +51	+510%	+$6.03K	﹤0.01%	826
2024 Q2	$1.05K	Buy	+10	New	+$1.02K	﹤0.01%	718
2020 Q2	–	Sell	-2,500	Closed	-$59K	–	543
2020 Q1	$59K	Sell	2,500 -2,500	-50%	-$71.8K	0.01%	258
2019 Q4	$146K	Hold	5,000	–	–	0.02%	201
2019 Q3	$134K	Hold	5,000	–	–	0.02%	198
2019 Q2	$126K	Hold	5,000	–	–	0.02%	225
2019 Q1	$117K	Hold	5,000	–	–	0.02%	230
2018 Q4	$98K	Sell	5,000 -1,000	-17%	-$22.9K	0.02%	234
2018 Q3	$164K	Hold	6,000	–	–	0.02%	213
2018 Q2	$149K	Hold	6,000	–	–	0.02%	221
2018 Q1	$122K	Hold	6,000	–	–	0.02%	226
2017 Q4	$126K	Hold	6,000	–	–	0.02%	226
2017 Q3	$122K	Hold	6,000	–	–	0.02%	221
2017 Q2	$112K	Hold	6,000	–	–	0.02%	227
2017 Q1	$109K	Hold	6,000	–	–	0.02%	224
2016 Q4	$92K	Buy	6,000 +4,000	+200%	+$60.3K	0.02%	238
2016 Q3	$29K	Hold	2,000	–	–	0.01%	346
2016 Q2	$25K	Buy	2,000 +1,000	+100%	+$13.4K	0.01%	320
2016 Q1	$15K	Buy	+1,000	New	+$13.6K	﹤0.01%	382

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Baldwin Wealth Partners's KKR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 61 shares — an estimated $7.96K sold.

Baldwin Wealth Partners first reported a position in KKR in Q1 2016 and held it in 19 quarters. The position peaked at $164K in Q3 2018. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Baldwin Wealth Partners reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 61 KKR & Co shares in Q4 2024, an estimated $7.96K.
Baldwin Wealth Partners first reported a position in KKR & Co in Q1 2016 and held it in 19 quarters.
Baldwin Wealth Partners's KKR & Co position peaked at $164K in Q3 2018.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.