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C.T. Fitzpatrick’s KKR & Co KKR Stock Holding History

C.T. Fitzpatrick’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
-2,316
Closed -$343K – 46
2024
Q4 		$343K Sell
2,316
-1,851,795
-100% -$272M 0.01% 48
2024
Q3 		$242M Sell
1,854,111
-1,070,350
-37% -$127M 4.05% 13
2024
Q2 		$308M Sell
2,924,461
-2,456,576
-46% -$250M 4.7% 6
2024
Q1 		$541M Sell
5,381,037
-723,512
-12% -$66.5M 7.86% 1
2023
Q4 		$505M Sell
6,104,549
-814,020
-12% -$55.1M 7.42% 1
2023
Q3 		$426M Sell
6,918,569
-1,119,211
-14% -$68M 6.49% 2
2023
Q2 		$450M Sell
8,037,780
-377,134
-4% -$19.8M 5.65% 5
2023
Q1 		$442M Sell
8,414,914
-528,370
-6% -$28.4M 5.59% 5
2022
Q4 		$415M Sell
8,943,284
-1,871,707
-17% -$91.2M 5.58% 6
2022
Q3 		$465M Sell
10,814,991
-999,597
-8% -$50.5M 5.44% 5
2022
Q2 		$547M Sell
11,814,588
-1,470,909
-11% -$77.2M 5.35% 4
2022
Q1 		$777M Sell
13,285,497
-314,847
-2% -$19.8M 4.77% 7
2021
Q4 		$1.01B Sell
13,600,344
-5,002,784
-27% -$369M 5.18% 4
2021
Q3 		$1.13B Sell
18,603,128
-3,020,622
-14% -$190M 6.09% 5
2021
Q2 		$1.28B Sell
21,623,750
-2,578,644
-11% -$143M 6.95% 2
2021
Q1 		$1.18B Sell
24,202,394
-897,014
-4% -$40.1M 6.98% 3
2020
Q4 		$1.02B Sell
25,099,408
-690,230
-3% -$26.1M 6.57% 3
2020
Q3 		$886M Sell
25,789,638
-1,429,682
-5% -$50M 6.89% 4
2020
Q2 		$841M Sell
27,219,320
-598,857
-2% -$16.1M 6.61% 6
2020
Q1 		$653M Sell
27,818,177
-2,297,477
-8% -$66M 6.77% 5
2019
Q4 		$878M Buy
30,115,654
+1,254,969
+4% +$35.7M 6.74% 2
2019
Q3 		$775M Buy
28,860,685
+2,714,545
+10% +$71.6M 6.56% 2
2019
Q2 		$661M Sell
26,146,140
-1,923,252
-7% -$46M 5.87% 3
2019
Q1 		$659M Sell
28,069,392
-1,296,315
-4% -$29.5M 5.68% 5
2018
Q4 		$576M Buy
29,365,707
+3,931,115
+15% +$89.9M 5.31% 5
2018
Q3 		$694M Buy
25,434,592
+9,791,018
+63% +$262M 5.06% 3
2018
Q2 		$389M Buy
+15,643,574
New +$348M 3.01% 18

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

C.T. Fitzpatrick's KKR Position: Q1 2025 in Review

C.T. Fitzpatrick sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 2,316 shares — an estimated $343K sold.

C.T. Fitzpatrick first reported a position in KKR in Q2 2018 and held it in 27 quarters. The position peaked at $1.28B in Q2 2021. 1,293 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • C.T. Fitzpatrick reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • C.T. Fitzpatrick sold 2,316 KKR & Co shares in Q1 2025, an estimated $343K.
  • C.T. Fitzpatrick first reported a position in KKR & Co in Q2 2018 and held it in 27 quarters.
  • C.T. Fitzpatrick's KKR & Co position peaked at $1.28B in Q2 2021.
  • 1,293 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Vulcan Value Partners's 13F filing for Q1 2025, filed 8 May 2025.