Everpar Advisors’s KKR & Co KKR Stock Holding History

Everpar Advisors’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	-2,113	Closed	-$313K	–	264
2024 Q4	$313K	Buy	2,113 +30	+1%	+$4.4K	0.16%	178
2024 Q3	$272K	Buy	+2,083	New	+$246K	0.14%	204

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

Everpar Advisors's KKR Position: Q1 2025 in Review

Everpar Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 2,113 shares — an estimated $313K sold.

Everpar Advisors first reported a position in KKR in Q3 2024 and held it in 2 quarters. The position peaked at $313K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Everpar Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Everpar Advisors sold 2,113 KKR & Co shares in Q1 2025, an estimated $313K.
Everpar Advisors first reported a position in KKR & Co in Q3 2024 and held it in 2 quarters.
Everpar Advisors's KKR & Co position peaked at $313K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Everpar Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.