CWC
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Carolinas Wealth Consulting’s KKR & Co KKR Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-4,991
Closed -$577K – 514
2025
Q1 		$577K Buy
4,991
+21
+0.4% +$2.89K 0.12% 90
2024
Q4 		$735K Sell
4,970
-351
-7% -$51.5K 0.14% 82
2024
Q3 		$695K Buy
5,321
+414
+8% +$49K 0.13% 88
2024
Q2 		$516K Sell
4,907
-32
-0.6% -$3.26K 0.1% 103
2024
Q1 		$497K Buy
4,939
+4,117
+501% +$379K 0.1% 98
2023
Q4 		$68.1K Buy
822
+557
+210% +$37.7K 0.01% 293
2023
Q3 		$14.7K Sell
265
-10
-4% -$607 ﹤0.01% 469
2023
Q2 		$15.4K Sell
275
-332
-55% -$17.4K ﹤0.01% 523
2023
Q1 		$31.9K Hold
607
– – 0.01% 422
2022
Q4 		$28.2K Buy
607
+1
+0.2% +$49 0.01% 435
2022
Q3 		$26K Buy
606
+1
+0.2% +$51 0.01% 409
2022
Q2 		$28K Buy
605
+59
+11% +$3.1K 0.01% 407
2022
Q1 		$32K Buy
546
+1
+0.2% +$63 0.01% 417
2021
Q4 		$41K Buy
545
+137
+34% +$10.1K 0.01% 390
2021
Q3 		$25K Sell
408
-2,264
-85% -$142K 0.01% 436
2021
Q2 		$158K Hold
2,672
– – 0.03% 196
2021
Q1 		$131K Hold
2,672
– – 0.03% 223
2020
Q4 		$108K Buy
2,672
+696
+35% +$26.3K 0.03% 222
2020
Q3 		$68K Buy
+1,976
New +$69.1K 0.02% 236

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return