Cassady Schiller Wealth Management’s KKR & Co KKR Stock Holding History

Cassady Schiller Wealth Management’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	$36.4K	Buy	+246	New	+$36.1K	0.01%	235

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's KKR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in KKR & Co (KKR) in Q4 2024: 246 shares worth $36.4K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings.

1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Cassady Schiller Wealth Management held 246 shares of KKR & Co worth $36.4K as of Q4 2024.
KKR & Co was a new Cassady Schiller Wealth Management position in Q4 2024.
KKR & Co made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #235 holding.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.