CAS
KKR icon

Coppell Advisory Solutions’s KKR & Co KKR Stock Holding History

Coppell Advisory Solutions’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
-276
Closed -$41K – 1157
2024
Q4 		$41K Hold
276
– – 0.01% 647
2024
Q3 		$36.5K Hold
276
– – 0.01% 658
2024
Q2 		$29K Buy
+276
New +$28.1K ﹤0.01% 643
2023
Q4 		$2.15K Buy
+26
New +$1.76K ﹤0.01% 1279
2023
Q3 		– Sell
-26
Closed -$1.46K – 1388
2023
Q2 		$1.46K Buy
+26
New +$1.36K ﹤0.01% 1067

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 $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
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

Coppell Advisory Solutions's KKR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 276 shares — an estimated $41K sold.

Coppell Advisory Solutions first reported a position in KKR in Q2 2023 and held it in 5 quarters. The position peaked at $41K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 276 KKR & Co shares in Q1 2025, an estimated $41K.
  • Coppell Advisory Solutions first reported a position in KKR & Co in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's KKR & Co position peaked at $41K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.