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Bison Wealth’s KKR & Co KKR Stock Holding History

Bison Wealth’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 		$218K Buy
+1,471
New +$216K 0.05% 290
2024
Q3 		– Sell
-3,520
Closed -$354K – 449
2024
Q2 		$354K Hold
3,520
– – 0.06% 296
2024
Q1 		$354K Sell
3,520
-148
-4% -$13.6K 0.06% 296
2023
Q4 		$304K Sell
3,668
-66
-2% -$4.47K 0.05% 314
2023
Q3 		$230K Sell
3,734
-36
-1% -$2.19K 0.04% 348
2023
Q2 		$211K Buy
+3,770
New +$197K 0.04% 347

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bison Wealth's KKR Position: Q4 2024 in Review

Bison Wealth opened a new position in KKR & Co (KKR) in Q4 2024: 1,471 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #290 among its holdings. This is a return to the name: Bison Wealth previously reported a position in KKR as recently as Q2 2024.

Bison Wealth first reported a position in KKR in Q2 2023 and has held it in 6 quarters since. The position peaked at $354K in Q2 2024. 1,329 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Bison Wealth held 1,471 shares of KKR & Co worth $218K as of Q4 2024.
  • KKR & Co was a new Bison Wealth position in Q4 2024.
  • KKR & Co made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #290 holding.
  • Bison Wealth first reported a position in KKR & Co in Q2 2023 and has held it in 6 quarters since.
  • Bison Wealth's KKR & Co position peaked at $354K in Q2 2024.
  • 1,329 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.