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Denali Advisors’s KKR & Co KKR Stock Holding History

Denali 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
2026
Q1 		– Sell
-8,964
Closed -$1.14M – 333
2025
Q4 		$1.14M Sell
8,964
-46
-0.5% -$5.72K 0.13% 161
2025
Q3 		$1.17M Sell
9,010
-5,759
-39% -$817K 0.13% 153
2025
Q2 		$1.96M Sell
14,769
-2,771
-16% -$324K 0.2% 122
2025
Q1 		$2.03M Sell
17,540
-38,141
-68% -$5.25M 0.23% 125
2024
Q4 		$8.24M Buy
55,681
+31,662
+132% +$4.65M 0.86% 19
2024
Q3 		$3.14M Buy
+24,019
New +$2.84M 0.34% 101
2022
Q4 		– Sell
-300
Closed -$13K – 438
2022
Q3 		$13K Sell
300
-200
-40% -$10.1K 0.01% 299
2022
Q2 		$23K Sell
500
-200
-29% -$10.5K 0.01% 294
2022
Q1 		$41K Buy
700
+300
+75% +$18.9K 0.02% 259
2021
Q4 		$30K Sell
400
-5,800
-94% -$428K 0.01% 298
2021
Q3 		$377K Buy
6,200
+2,100
+51% +$132K 0.16% 129
2021
Q2 		$243K Buy
+4,100
New +$228K 0.09% 134

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