Emerald Mutual Fund Advisers Trust’s KKR & Co KKR Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-1,377	Closed	-$204K	–	222
2024 Q4	$204K	Sell	1,377 -67	-5%	-$9.83K	0.01%	187
2024 Q3	$189K	Hold	1,444	–	–	0.01%	195
2024 Q2	$152K	Buy	+1,444	New	+$147K	0.01%	199
2018 Q4	–	Sell	-179,260	Closed	-$4.89M	–	225
2018 Q3	$4.89M	Buy	+179,260	New	+$4.79M	0.17%	171
2014 Q2	–	Sell	-18,220	Closed	-$416K	–	232
2014 Q1	$416K	Hold	18,220	–	–	0.04%	197
2013 Q4	$436K	Buy	+18,220	New	+$419K	0.03%	206

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's KKR Position: Q1 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,377 shares — an estimated $204K sold.

Emerald Mutual Fund Advisers Trust first reported a position in KKR in Q4 2013 and held it in 6 quarters. The position peaked at $4.89M in Q3 2018. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Emerald Mutual Fund Advisers Trust reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 1,377 KKR & Co shares in Q1 2025, an estimated $204K.
Emerald Mutual Fund Advisers Trust first reported a position in KKR & Co in Q4 2013 and held it in 6 quarters.
Emerald Mutual Fund Advisers Trust's KKR & Co position peaked at $4.89M in Q3 2018.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

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