CCA
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Checchi Capital Advisers’s KKR & Co KKR Stock Holding History

Checchi Capital Advisers’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 		$1.83M Buy
19,744
+932
+5% +$98.2K 0.13% 141
2025
Q4 		$2.4M Sell
18,812
-38
-0.2% -$4.73K 0.16% 110
2025
Q3 		$2.45M Sell
18,850
-154
-0.8% -$21.9K 0.17% 111
2025
Q2 		$2.53M Sell
19,004
-423
-2% -$49.5K 0.18% 108
2025
Q1 		$2.25M Buy
19,427
+398
+2% +$54.8K 0.16% 117
2024
Q4 		$2.81M Sell
19,029
-5,509
-22% -$808K 0.21% 101
2024
Q3 		$3.2M Buy
24,538
+209
+0.9% +$24.7K 0.24% 85
2024
Q2 		$2.56M Buy
24,329
+359
+1% +$36.5K 0.2% 98
2024
Q1 		$2.41M Hold
23,970
– – 0.19% 100
2023
Q4 		$1.99M Sell
23,970
-690
-3% -$46.7K 0.16% 111
2023
Q3 		$1.52M Buy
24,660
+1,235
+5% +$75K 0.14% 122
2023
Q2 		$1.31M Buy
23,425
+187
+0.8% +$9.8K 0.12% 143
2023
Q1 		$1.22M Buy
+23,238
New +$1.25M 0.12% 149

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