DWAM
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Duncan Williams Asset Management’s KKR & Co KKR Stock Holding History

Duncan Williams Asset Management’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 		$712K Sell
7,698
-2,051
-21% -$216K 0.2% 73
2025
Q4 		$1.02M Sell
9,749
-758
-7% -$94.3K 0.25% 58
2025
Q3 		$1.37M Sell
10,507
-2,335
-18% -$331K 0.38% 36
2025
Q2 		$1.71M Buy
12,842
+1,806
+16% +$211K 0.54% 31
2025
Q1 		$1.28M Buy
11,036
+655
+6% +$90.1K 0.46% 35
2024
Q4 		$1.54M Sell
10,381
-2,769
-21% -$406K 0.6% 29
2024
Q3 		$1.72M Sell
13,150
-372
-3% -$44K 0.95% 14
2024
Q2 		$1.42M Sell
13,522
-179
-1% -$18.2K 1.2% 12
2024
Q1 		$1.38M Buy
+13,701
New +$1.26M 1.24% 12

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