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Choate Investment Advisors’s KKR & Co KKR Stock Holding History

Choate Investment 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 		$1.27M Sell
13,761
-200
-1% -$21.1K 0.02% 207
2025
Q4 		$1.78M Hold
13,961
– – 0.03% 174
2025
Q3 		$1.81M Hold
13,961
– – 0.04% 155
2025
Q2 		$1.86M Buy
13,961
+5
+0% +$585 0.04% 149
2025
Q1 		$1.61M Hold
13,956
– – 0.04% 146
2024
Q4 		$2.06M Buy
13,956
+233
+2% +$34.2K 0.05% 132
2024
Q3 		$1.79M Hold
13,723
– – 0.05% 146
2024
Q2 		$1.44M Hold
13,723
– – 0.04% 157
2024
Q1 		$1.38M Hold
13,723
– – 0.04% 165
2023
Q4 		$1.14M Hold
13,723
– – 0.04% 168
2023
Q3 		$845K Buy
+13,723
New +$833K 0.03% 186

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