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Emerald Advisers’s KKR & Co KKR Stock Holding History

Emerald Advisers’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
-4,733
Closed -$700K – 258
2024
Q4 		$700K Sell
4,733
-103
-2% -$15.1K 0.03% 152
2024
Q3 		$631K Hold
4,836
– – 0.02% 163
2024
Q2 		$509K Buy
+4,836
New +$492K 0.02% 172

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerald Advisers's KKR Position: Q1 2025 in Review

Emerald Advisers sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 4,733 shares — an estimated $700K sold.

Emerald Advisers first reported a position in KKR in Q2 2024 and held it in 3 quarters. The position peaked at $700K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Emerald Advisers reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Emerald Advisers sold 4,733 KKR & Co shares in Q1 2025, an estimated $700K.
  • Emerald Advisers first reported a position in KKR & Co in Q2 2024 and held it in 3 quarters.
  • Emerald Advisers's KKR & Co position peaked at $700K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Emerald Advisers's 13F filing for Q1 2025, filed 1 May 2025.