CIBC Private Wealth Group’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.3M | Sell |
18,058
-2,104
| -10% | -$262K | ﹤0.01% | 547 |
|
|
2025
Q3 | $2.62M | Buy |
20,162
+848
| +4% | +$120K | ﹤0.01% | 522 |
|
|
2025
Q2 | $2.57M | Buy |
19,314
+157
| +0.8% | +$18.4K | ﹤0.01% | 515 |
|
|
2025
Q1 | $1.81M | Sell |
19,157
-3,174
| -14% | -$437K | ﹤0.01% | 550 |
|
|
2024
Q4 | $3.31M | Buy |
22,331
+2,775
| +14% | +$407K | 0.01% | 486 |
|
|
2024
Q3 | $2.55M | Sell |
19,556
-52
| -0.3% | -$6.15K | ﹤0.01% | 521 |
|
|
2024
Q2 | $2.06M | Sell |
19,608
-8,640
| -31% | -$880K | ﹤0.01% | 540 |
|
|
2024
Q1 | $2.82M | Sell |
28,248
-16,235
| -36% | -$1.49M | 0.01% | 486 |
|
|
2023
Q4 | $3.69M | Sell |
44,483
-204
| -0.5% | -$13.8K | 0.01% | 428 |
|
|
2023
Q3 | $2.75M | Sell |
44,687
-2,622
| -6% | -$159K | 0.01% | 449 |
|
|
2023
Q2 | $2.65M | Buy |
47,309
+9,276
| +24% | +$486K | 0.01% | 458 |
|
|
2023
Q1 | $5.85M | Buy |
38,033
+8,122
| +27% | +$436K | 0.01% | 377 |
|
|
2022
Q4 | $1.06M | Buy |
29,911
+3,125
| +12% | +$152K | ﹤0.01% | 519 |
|
|
2022
Q3 | $1.15M | Buy |
26,786
+7,518
| +39% | +$380K | ﹤0.01% | 563 |
|
|
2022
Q2 | $892K | Sell |
19,268
-1,135
| -6% | -$59.5K | ﹤0.01% | 613 |
|
|
2022
Q1 | $1.19M | Sell |
20,403
-20,285
| -50% | -$1.28M | ﹤0.01% | 606 |
|
|
2021
Q4 | $3.03M | Buy |
40,688
+3,282
| +9% | +$242K | 0.01% | 460 |
|
|
2021
Q3 | $2.28M | Buy |
37,406
+14,976
| +67% | +$940K | 0.01% | 489 |
|
|
2021
Q2 | $1.33M | Sell |
22,430
-646
| -3% | -$35.9K | ﹤0.01% | 604 |
|
|
2021
Q1 | $1.13M | Buy |
23,076
+6,599
| +40% | +$295K | ﹤0.01% | 644 |
|
|
2020
Q4 | $667K | Sell |
16,477
-933
| -5% | -$35.3K | ﹤0.01% | 717 |
|
|
2020
Q3 | $598K | Sell |
17,410
-9,596
| -36% | -$336K | ﹤0.01% | 657 |
|
|
2020
Q2 | $834K | Buy |
27,006
+2,157
| +9% | +$57.9K | ﹤0.01% | 476 |
|
|
2020
Q1 | $583K | Sell |
24,849
-7,492
| -23% | -$215K | ﹤0.01% | 597 |
|
|
2019
Q4 | $944K | Sell |
32,341
-3,502
| -10% | -$99.7K | ﹤0.01% | 592 |
|
|
2019
Q3 | $962K | Sell |
35,843
-3,383
| -9% | -$89.2K | ﹤0.01% | 574 |
|
|
2019
Q2 | $992K | Buy |
39,226
+23,969
| +157% | +$574K | ﹤0.01% | 583 |
|
|
2019
Q1 | $358K | Buy |
+15,257
| New | +$347K | ﹤0.01% | 788 |
|
|
2018
Q4 | – | Sell |
-151,064
| Closed | -$4.12M | – | 909 |
|
|
2018
Q3 | $4.12M | Buy |
+151,064
| New | +$4.04M | 0.02% | 391 |
|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$24K | – | 2026 |
|
|
2018
Q1 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q4 | $25K | Buy |
+1,200
| New | +$24.1K | ﹤0.01% | 1358 |
|
Other funds holding KKR
CIBC Private Wealth Group's KKR Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its KKR & Co (KKR) stake by 10% in Q4 2025, selling an estimated $262K and leaving 18,058 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #547.
CIBC Private Wealth Group first reported a position in KKR in Q4 2017 and has held it in 31 quarters since. The position peaked at $5.85M in Q1 2023. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.
- CIBC Private Wealth Group held 18,058 shares of KKR & Co worth $2.3M as of Q4 2025.
- CIBC Private Wealth Group sold 2,104 KKR & Co shares in Q4 2025, an estimated $262K.
- KKR & Co made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #547 holding.
- CIBC Private Wealth Group first reported a position in KKR & Co in Q4 2017 and has held it in 31 quarters since.
- CIBC Private Wealth Group's KKR & Co position peaked at $5.85M in Q1 2023.
- 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.