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Clarius Group LLC’s KKR & Co KKR Stock Holding History

Clarius Group LLC’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 		– Sell
-5,004
Closed -$650K – 396
2025
Q3 		$650K Buy
5,004
+226
+5% +$32.1K 0.04% 172
2025
Q2 		$636K Buy
4,778
+906
+23% +$106K 0.04% 208
2025
Q1 		$448K Buy
+3,872
New +$533K 0.03% 260

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

Clarius Group LLC's KKR Position: Q4 2025 in Review

Clarius Group LLC sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 5,004 shares — an estimated $650K sold.

Clarius Group LLC first reported a position in KKR in Q1 2025 and held it in 3 quarters. The position peaked at $650K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Clarius Group LLC reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Clarius Group LLC sold 5,004 KKR & Co shares in Q4 2025, an estimated $650K.
  • Clarius Group LLC first reported a position in KKR & Co in Q1 2025 and held it in 3 quarters.
  • Clarius Group LLC's KKR & Co position peaked at $650K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.