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Epoch Investment Partners’s KKR & Co KKR Stock Holding History

Epoch Investment Partners’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
-5,720
Closed -$846K – 287
2024
Q4 		$846K Sell
5,720
-8,191
-59% -$1.2M ﹤0.01% 254
2024
Q3 		$1.82M Sell
13,911
-242
-2% -$28.6K 0.01% 261
2024
Q2 		$1.49M Buy
14,153
+5,507
+64% +$561K 0.01% 284
2024
Q1 		$870K Sell
8,646
-1,127
-12% -$104K ﹤0.01% 341
2023
Q4 		$810K Sell
9,773
-4,257
-30% -$288K ﹤0.01% 355
2023
Q3 		$864K Sell
14,030
-84
-0.6% -$5.1K 0.01% 350
2023
Q2 		$790K Sell
14,114
-1,755
-11% -$91.9K ﹤0.01% 379
2023
Q1 		$833K Sell
15,869
-1,062,051
-99% -$57M 0.01% 368
2022
Q4 		$50M Sell
1,077,920
-653,350
-38% -$31.8M 0.3% 113
2022
Q3 		$74.4M Sell
1,731,270
-435,601
-20% -$22M 0.49% 65
2022
Q2 		$100M Buy
2,166,871
+184,524
+9% +$9.68M 0.59% 48
2022
Q1 		$116M Sell
1,982,347
-200,794
-9% -$12.6M 0.57% 48
2021
Q4 		$163M Buy
2,183,141
+208,121
+11% +$15.4M 0.83% 27
2021
Q3 		$120M Buy
1,975,020
+1,163,176
+143% +$73M 0.67% 39
2021
Q2 		$48.1M Sell
811,844
-1,047,218
-56% -$58.1M 0.26% 118
2021
Q1 		$90.8M Sell
1,859,062
-436,123
-19% -$19.5M 0.42% 86
2020
Q4 		$92.9M Sell
2,295,185
-465,700
-17% -$17.6M 0.43% 88
2020
Q3 		$94.8M Sell
2,760,885
-752,623
-21% -$26.3M 0.47% 74
2020
Q2 		$108M Sell
3,513,508
-862,709
-20% -$23.2M 0.56% 66
2020
Q1 		$103M Sell
4,376,217
-616,293
-12% -$17.7M 0.62% 55
2019
Q4 		$146M Sell
4,992,510
-493,646
-9% -$14.1M 0.63% 56
2019
Q3 		$147M Buy
+5,486,156
New +$145M 0.67% 53

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

Epoch Investment Partners's KKR Position: Q1 2025 in Review

Epoch Investment Partners sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 5,720 shares — an estimated $846K sold.

Epoch Investment Partners first reported a position in KKR in Q3 2019 and held it in 22 quarters. The position peaked at $163M in Q4 2021. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Epoch Investment Partners reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 5,720 KKR & Co shares in Q1 2025, an estimated $846K.
  • Epoch Investment Partners first reported a position in KKR & Co in Q3 2019 and held it in 22 quarters.
  • Epoch Investment Partners's KKR & Co position peaked at $163M in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Epoch Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.