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Buffington Mohr McNeal’s KKR & Co KKR Stock Holding History

Buffington Mohr McNeal’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 		$11.6M Sell
100,539
-16,066
-14% -$2.21M 2.29% 16
2024
Q4 		$17.2M Sell
116,605
-533
-0.5% -$78.2K 2.86% 7
2024
Q3 		$15.3M Buy
117,138
+1,202
+1% +$142K 2.52% 12
2024
Q2 		$12.2M Sell
115,936
-3,352
-3% -$341K 2.14% 16
2024
Q1 		$12M Sell
119,288
-94
-0.1% -$8.64K 2.17% 17
2023
Q4 		$9.89M Sell
119,382
-1,307
-1% -$88.5K 1.99% 20
2023
Q3 		$7.43M Sell
120,689
-2,659
-2% -$161K 1.69% 22
2023
Q2 		$6.91M Sell
123,348
-823
-0.7% -$43.1K 1.49% 25
2023
Q1 		$6.52M Sell
124,171
-129
-0.1% -$6.92K 1.49% 26
2022
Q4 		$5.77M Sell
124,300
-3,596
-3% -$175K 1.34% 26
2022
Q3 		$5.5M Buy
127,896
+3,258
+3% +$165K 1.32% 26
2022
Q2 		$5.77M Sell
124,638
-2,500
-2% -$131K 1.26% 28
2022
Q1 		$7.43M Buy
127,138
+4,598
+4% +$289K 1.41% 25
2021
Q4 		$9.13M Buy
122,540
+3,051
+3% +$225K 1.56% 21
2021
Q3 		$7.27M Buy
119,489
+2,387
+2% +$150K 1.39% 27
2021
Q2 		$6.94M Buy
117,102
+23,664
+25% +$1.31M 1.36% 27
2021
Q1 		$4.56M Buy
93,438
+9,974
+12% +$446K 0.98% 33
2020
Q4 		$3.38M Buy
83,464
+53,275
+176% +$2.01M 0.79% 36
2020
Q3 		$1.04M Buy
+30,189
New +$1.06M 0.27% 60

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buffington Mohr McNeal's KKR Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its KKR & Co (KKR) stake by 14% in Q1 2025, selling an estimated $2.21M and leaving 100,539 shares worth $11.6M. The position accounts for 2.29% of the portfolio, ranked #16.

Buffington Mohr McNeal first reported a position in KKR in Q3 2020 and has held it in 19 quarters since. The position peaked at $17.2M in Q4 2024. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Buffington Mohr McNeal held 100,539 shares of KKR & Co worth $11.6M as of Q1 2025.
  • Buffington Mohr McNeal sold 16,066 KKR & Co shares in Q1 2025, an estimated $2.21M.
  • KKR & Co made up 2.29% of Buffington Mohr McNeal's portfolio in Q1 2025, its #16 holding.
  • Buffington Mohr McNeal first reported a position in KKR & Co in Q3 2020 and has held it in 19 quarters since.
  • Buffington Mohr McNeal's KKR & Co position peaked at $17.2M in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.