Calamos Advisors
KKR icon

Calamos Advisors’s KKR & Co KKR Stock Holding History

Calamos Advisors’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 		$207K Buy
+2,242
New +$236K ﹤0.01% 1107
2025
Q1 		– Sell
-66,086
Closed -$9.77M – 955
2024
Q4 		$9.77M Sell
66,086
-61,086
-48% -$8.96M 0.05% 396
2024
Q3 		$16.6M Buy
127,172
+1,507
+1% +$178K 0.08% 307
2024
Q2 		$13.2M Buy
125,665
+927
+0.7% +$94.4K 0.06% 338
2024
Q1 		$12.5M Buy
124,738
+666
+0.5% +$61.3K 0.06% 344
2023
Q4 		$10.3M Buy
124,072
+785
+0.6% +$53.2K 0.05% 385
2023
Q3 		$7.59M Buy
+123,287
New +$7.49M 0.04% 461
2016
Q4 		– Sell
-101,568
Closed -$1.45M – 661
2016
Q3 		$1.45M Sell
101,568
-33,010
-25% -$468K 0.01% 491
2016
Q2 		$1.66M Buy
134,578
+76,299
+131% +$1.02M 0.01% 482
2016
Q1 		$856K Buy
58,279
+30,064
+107% +$409K 0.01% 527
2015
Q4 		$440K Hold
28,215
– – ﹤0.01% 588
2015
Q3 		$473K Buy
+28,215
New +$600K ﹤0.01% 601
2014
Q4 		– Sell
-81,239
Closed -$1.81M – 668
2014
Q3 		$1.81M Hold
81,239
– – 0.01% 460
2014
Q2 		$1.98M Sell
81,239
-22,490
-22% -$524K 0.01% 454
2014
Q1 		$2.37M Buy
103,729
+3,289
+3% +$79.6K 0.02% 423
2013
Q4 		$2.44M Sell
100,440
-81,439
-45% -$1.87M 0.02% 416
2013
Q3 		$3.74M Buy
181,879
+81,630
+81% +$1.64M 0.02% 333
2013
Q2 		$1.97M Buy
+100,249
New +$1.99M 0.01% 397

Other funds holding KKR

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