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Concourse Financial Group Securities’s KKR & Co KKR Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-424
Closed -$68.5K – 1151
2024
Q4 		$68.5K Buy
424
+399
+1,596% +$58.5K ﹤0.01% 1077
2024
Q3 		$3.26K Sell
25
-71
-74% -$8.4K ﹤0.01% 1930
2024
Q2 		$10.1K Buy
96
+47
+96% +$4.79K ﹤0.01% 1688
2024
Q1 		$4.93K Buy
49
+9
+23% +$828 ﹤0.01% 1885
2023
Q4 		$3.31K Sell
40
-12
-23% -$813 ﹤0.01% 1940
2023
Q3 		$3.2K Buy
52
+20
+63% +$1.22K ﹤0.01% 1917
2023
Q2 		$1.79K Sell
32
-422
-93% -$22.1K ﹤0.01% 2037
2023
Q1 		$23.8K Hold
454
– – ﹤0.01% 1402
2022
Q4 		$21.1K Hold
454
– – ﹤0.01% 1443
2022
Q3 		$20K Sell
454
-240
-35% -$12.1K ﹤0.01% 1310
2022
Q2 		$32K Sell
694
-3,396
-83% -$178K ﹤0.01% 1267
2022
Q1 		$239K Sell
4,090
-1,486
-27% -$93.5K 0.02% 595
2021
Q4 		$415K Sell
5,576
-648
-10% -$47.8K 0.02% 531
2021
Q3 		$379K Buy
6,224
+4
+0.1% +$251 0.02% 530
2021
Q2 		$368K Sell
6,220
-98
-2% -$5.44K 0.02% 522
2021
Q1 		$309K Sell
6,318
-205
-3% -$9.17K 0.02% 542
2020
Q4 		$264K Sell
6,523
-95
-1% -$3.59K 0.02% 539
2020
Q3 		$227K Buy
6,618
+7
+0.1% +$245 0.02% 518
2020
Q2 		$204K Sell
6,611
-3,790
-36% -$102K 0.02% 507
2020
Q1 		$244K Sell
10,401
-148
-1% -$4.25K 0.03% 409
2019
Q4 		$308K Buy
10,549
+10,095
+2,224% +$288K 0.03% 392
2019
Q3 		$12K Sell
454
-10,676
-96% -$282K ﹤0.01% 1097
2019
Q2 		$281K Sell
11,130
-1,600
-13% -$38.3K 0.03% 381
2019
Q1 		$299K Sell
12,730
-28
-0.2% -$638 0.03% 372
2018
Q4 		$250K Buy
12,758
+11,731
+1,142% +$268K 0.03% 377
2018
Q3 		$28K Buy
+1,027
New +$27.4K 0.01% 745

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's KKR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 424 shares — an estimated $68.5K sold.

Concourse Financial Group Securities first reported a position in KKR in Q3 2018 and held it in 26 quarters. The position peaked at $415K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 424 KKR & Co shares in Q1 2025, an estimated $68.5K.
  • Concourse Financial Group Securities first reported a position in KKR & Co in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's KKR & Co position peaked at $415K in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.