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Camarda Financial Advisors’s KKR & Co KKR Stock Holding History

Camarda Financial 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
2025
Q1 		– Sell
-17,884
Closed -$2.65M – 113
2024
Q4 		$2.65M Sell
17,884
-630
-3% -$92.4K 0.99% 26
2024
Q3 		$2.42M Buy
+18,514
New +$2.19M 0.91% 37
2018
Q4 		– Sell
-7,690
Closed -$210K – 208
2018
Q3 		$210K Buy
+7,690
New +$205K 0.24% 53
2018
Q2 		– Sell
-8,284
Closed -$168K – 186
2018
Q1 		$168K Sell
8,284
-318
-4% -$7.07K 0.17% 71
2017
Q4 		$181K Buy
8,602
+95
+1% +$1.91K 0.22% 74
2017
Q3 		$173K Sell
8,507
-51
-0.6% -$968 0.19% 79
2017
Q2 		$159K Hold
8,558
– – 0.17% 80
2017
Q1 		$156K Sell
8,558
-21,287
-71% -$378K 0.15% 80
2016
Q4 		$459K Buy
29,845
+2,316
+8% +$34.9K 0.31% 78
2016
Q3 		$393K Buy
27,529
+3,152
+13% +$44.7K 0.24% 85
2016
Q2 		$301K Buy
24,377
+5,520
+29% +$73.9K 0.19% 88
2016
Q1 		$277K Buy
18,857
+11,861
+170% +$161K 0.17% 94
2015
Q4 		$109K Buy
6,996
+1,581
+29% +$27K 0.07% 133
2015
Q3 		$91K Sell
5,415
-1,061
-16% -$22.5K 0.06% 99
2015
Q2 		$148K Buy
+6,476
New +$149K 0.08% 81
2013
Q3 		– Sell
-150
Closed -$3K – 165
2013
Q2 		$3K Buy
+150
New +$2.98K ﹤0.01% 233

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

Camarda Financial Advisors's KKR Position: Q1 2025 in Review

Camarda Financial Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 17,884 shares — an estimated $2.65M sold.

Camarda Financial Advisors first reported a position in KKR in Q2 2013 and held it in 16 quarters. The position peaked at $2.65M in Q4 2024. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Camarda Financial Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Camarda Financial Advisors sold 17,884 KKR & Co shares in Q1 2025, an estimated $2.65M.
  • Camarda Financial Advisors first reported a position in KKR & Co in Q2 2013 and held it in 16 quarters.
  • Camarda Financial Advisors's KKR & Co position peaked at $2.65M in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Camarda Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.