Edge Capital Group’s KKR & Co KKR Stock Holding History

Edge Capital Group’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
2024 Q4	$304K	Buy	2,058 +78	+4%	+$11.4K	0.01%	263
2024 Q3	$259K	Hold	1,980	–	–	0.01%	279
2024 Q2	$208K	Sell	1,980 -525	-21%	-$53.4K	0.01%	307
2024 Q1	$252K	Sell	2,505 -1,394	-36%	-$128K	0.01%	281
2023 Q4	$323K	Hold	3,899	–	–	0.02%	242
2023 Q3	$240K	Hold	3,899	–	–	0.02%	258
2023 Q2	$218K	Buy	3,899 +858	+28%	+$44.9K	0.01%	293
2023 Q1	$160K	Buy	+3,041	New	+$163K	0.01%	315
2022 Q3	–	Sell	-71	Closed	-$3K	–	366
2022 Q2	$3K	Buy	+71	New	+$3.73K	﹤0.01%	344

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Capital Group's KKR Position: Q4 2024 in Review

Edge Capital Group increased its KKR & Co (KKR) stake by 3.9% in Q4 2024, buying an estimated $11.4K and bringing the position to 2,058 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #263.

Edge Capital Group first reported a position in KKR in Q2 2022 and has held it in 9 quarters since. The position peaked at $323K in Q4 2023. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Edge Capital Group held 2,058 shares of KKR & Co worth $304K as of Q4 2024.
Edge Capital Group bought 78 KKR & Co shares in Q4 2024, an estimated $11.4K.
KKR & Co made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #263 holding.
Edge Capital Group first reported a position in KKR & Co in Q2 2022 and has held it in 9 quarters since.
Edge Capital Group's KKR & Co position peaked at $323K in Q4 2023.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.