Corient Private Wealth
KKR icon

Corient Private Wealth’s KKR & Co KKR Stock Holding History

Corient Private Wealth’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
2026
Q1 		$30.6M Sell
331,719
-276,446
-45% -$29.1M 0.04% 316
2025
Q4 		$76.6M Buy
608,165
+317,265
+109% +$39.5M 0.05% 293
2025
Q3 		$37.8M Buy
290,900
+136,665
+89% +$19.4M 0.06% 275
2025
Q2 		$20.5M Sell
154,235
-7,723
-5% -$904K 0.03% 390
2025
Q1 		$18.7M Buy
161,958
+6,714
+4% +$924K 0.03% 400
2024
Q4 		$23M Buy
155,244
+95,319
+159% +$14M 0.04% 367
2024
Q3 		$7.83M Sell
59,925
-84,031
-58% -$9.94M 0.01% 626
2024
Q2 		$15.2M Buy
143,956
+96,459
+203% +$9.82M 0.03% 437
2024
Q1 		$4.78M Sell
47,497
-67,055
-59% -$6.17M 0.01% 715
2023
Q4 		$9.49M Buy
114,552
+20,488
+22% +$1.39M 0.02% 533
2023
Q3 		$5.8M Sell
94,064
-769
-0.8% -$46.7K 0.01% 608
2023
Q2 		$5.31M Sell
94,833
-159,322
-63% -$8.35M 0.01% 617
2023
Q1 		$13.3M Buy
254,155
+185,035
+268% +$9.93M 0.04% 386
2022
Q4 		$3.21M Buy
+69,120
New +$3.37M 0.01% 592

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return