Eschler Asset Management’s KKR & Co KKR Stock Holding History

Eschler 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
2025 Q2	–	Sell	-4,815	Closed	-$559K	–	63
2025 Q1	$559K	Hold	4,815	–	–	1.38%	28
2024 Q4	$712K	Hold	4,815	–	–	1.67%	19
2024 Q3	$629K	Hold	4,815	–	–	0.94%	36
2024 Q2	$401K	Hold	4,815	–	–	0.32%	41
2024 Q1	$486K	Hold	4,815	–	–	0.31%	69
2023 Q4	$399K	Hold	4,815	–	–	0.32%	53
2023 Q3	$297K	Hold	4,815	–	–	0.35%	56
2023 Q2	$270K	Hold	4,815	–	–	0.38%	39
2023 Q1	$253K	Hold	4,815	–	–	0.2%	56
2022 Q4	$224K	Hold	4,815	–	–	0.42%	42
2022 Q3	$207K	Hold	4,815	–	–	0.46%	37
2022 Q2	$223K	Buy	+4,815	New	+$253K	0.45%	42

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

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

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

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

Eschler Asset Management's KKR Position: Q2 2025 in Review

Eschler Asset Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 4,815 shares — an estimated $559K sold.

Eschler Asset Management first reported a position in KKR in Q2 2022 and held it in 12 quarters. The position peaked at $712K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

Eschler Asset Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
Eschler Asset Management sold 4,815 KKR & Co shares in Q2 2025, an estimated $559K.
Eschler Asset Management first reported a position in KKR & Co in Q2 2022 and held it in 12 quarters.
Eschler Asset Management's KKR & Co position peaked at $712K in Q4 2024.
1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Eschler Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.