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CIBC World Markets’s KKR & Co KKR Stock Holding History

CIBC World Markets’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
Q4 		$11.9M Buy
+93,300
New +$11.6M 0.06% 218
2025
Q2 		$11M Buy
82,881
+3,880
+5% +$454K 0.07% 226
2025
Q1 		$9.13M Sell
79,001
-25,081
-24% -$3.45M 0.07% 193
2024
Q4 		$15.4M Sell
104,082
-23,434
-18% -$3.44M 0.09% 166
2024
Q3 		$16.7M Buy
127,516
+2,382
+2% +$282K 0.12% 137
2024
Q2 		$13.2M Buy
125,134
+101,582
+431% +$10.3M 0.09% 157
2024
Q1 		$2.37M Buy
23,552
+7,534
+47% +$693K 0.02% 465
2023
Q4 		$1.33M Buy
+16,018
New +$1.08M 0.01% 580
2023
Q1 		– Sell
-241,000
Closed -$11.2M – 682
2022
Q4 		$11.2M Buy
+241,000
New +$11.7M 0.08% 185

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC World Markets's KKR Position: Q4 2025 in Review

CIBC World Markets opened a new position in KKR & Co (KKR) in Q4 2025: 93,300 shares worth $11.9M. The stake represents 0.06% of the portfolio and ranks #218 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in KKR as recently as Q2 2025.

CIBC World Markets first reported a position in KKR in Q4 2022 and has held it in 9 quarters since. The position peaked at $16.7M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • CIBC World Markets held 93,300 shares of KKR & Co worth $11.9M as of Q4 2025.
  • KKR & Co was a new CIBC World Markets position in Q4 2025.
  • KKR & Co made up 0.06% of CIBC World Markets's portfolio in Q4 2025, its #218 holding.
  • CIBC World Markets first reported a position in KKR & Co in Q4 2022 and has held it in 9 quarters since.
  • CIBC World Markets's KKR & Co position peaked at $16.7M in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.