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Cobblestone Capital Advisors’s KKR & Co KKR Stock Holding History

Cobblestone Capital 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
2025
Q3 		$658K Hold
5,063
– – 0.03% 176
2025
Q2 		$674K Buy
+5,063
New +$593K 0.03% 171

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cobblestone Capital Advisors's KKR Position: Q3 2025 in Review

Cobblestone Capital Advisors held its KKR & Co (KKR) position steady in Q3 2025 at 5,063 shares worth $658K. The position accounts for 0.03% of the portfolio, ranked #176.

Cobblestone Capital Advisors first reported a position in KKR in Q2 2025 and has held it in 2 quarters since. The position peaked at $674K in Q2 2025. 1,377 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Cobblestone Capital Advisors held 5,063 shares of KKR & Co worth $658K as of Q3 2025.
  • Cobblestone Capital Advisors left its KKR & Co share count unchanged in Q3 2025.
  • KKR & Co made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #176 holding.
  • Cobblestone Capital Advisors first reported a position in KKR & Co in Q2 2025 and has held it in 2 quarters since.
  • Cobblestone Capital Advisors's KKR & Co position peaked at $674K in Q2 2025.
  • 1,377 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.