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Financial Counselors Inc’s KKR & Co KKR Stock Holding History

Financial Counselors Inc’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
-138,912
Closed -$16.1M – 305
2025
Q1 		$16.1M Buy
138,912
+62,431
+82% +$8.59M 0.24% 100
2024
Q4 		$11.3M Buy
76,481
+179
+0.2% +$26.3K 0.17% 134
2024
Q3 		$9.96M Buy
76,302
+46
+0.1% +$5.44K 0.15% 144
2024
Q2 		$8.03M Hold
76,256
– – 0.13% 149
2024
Q1 		$7.67M Sell
76,256
-4,681
-6% -$431K 0.13% 154
2023
Q4 		$6.71M Sell
80,937
-230
-0.3% -$15.6K 0.12% 160
2023
Q3 		$5M Buy
81,167
+130
+0.2% +$7.89K 0.1% 176
2023
Q2 		$4.54M Sell
81,037
-7
-0% -$367 0.09% 179
2023
Q1 		$4.26M Sell
81,044
-106
-0.1% -$5.69K 0.09% 185
2022
Q4 		$3.77M Hold
81,150
– – 0.08% 194
2022
Q3 		$3.49M Hold
81,150
– – 0.09% 190
2022
Q2 		$3.76M Sell
81,150
-6
-0% -$315 0.09% 190
2022
Q1 		$4.75M Buy
81,156
+46
+0.1% +$2.9K 0.1% 179
2021
Q4 		$6.04M Sell
81,110
-1,852
-2% -$137K 0.12% 163
2021
Q3 		$5.05M Sell
82,962
-133
-0.2% -$8.35K 0.11% 179
2021
Q2 		$4.92M Sell
83,095
-24
-0% -$1.33K 0.11% 182
2021
Q1 		$4.06M Buy
83,119
+170
+0.2% +$7.61K 0.09% 194
2020
Q4 		$3.36M Sell
82,949
-200
-0.2% -$7.56K 0.08% 208
2020
Q3 		$2.85M Sell
83,149
-200
-0.2% -$7K 0.08% 197
2020
Q2 		$2.57M Hold
83,349
– – 0.08% 209
2020
Q1 		$1.96M Hold
83,349
– – 0.09% 191
2019
Q4 		$2.43M Sell
83,349
-8,805
-10% -$251K 0.09% 204
2019
Q3 		$2.47M Buy
92,154
+4,681
+5% +$123K 0.1% 198
2019
Q2 		$2.21M Hold
87,473
– – 0.09% 204
2019
Q1 		$2.06M Hold
87,473
– – 0.09% 205
2018
Q4 		$1.72M Buy
87,473
+3,163
+4% +$72.3K 0.08% 213
2018
Q3 		$2.3M Buy
+84,310
New +$2.25M 0.1% 201
2018
Q2 		– Sell
-84,310
Closed -$1.71M – 503
2018
Q1 		$1.71M Hold
84,310
– – 0.08% 221
2017
Q4 		$1.78M Hold
84,310
– – 0.08% 229
2017
Q3 		$1.71M Hold
84,310
– – 0.08% 229
2017
Q2 		$1.57M Hold
84,310
– – 0.08% 237
2017
Q1 		$1.54M Hold
84,310
– – 0.08% 236
2016
Q4 		$1.3M Buy
+84,310
New +$1.27M 0.07% 243
2016
Q2 		$1.04M Buy
84,550
+4,178
+5% +$55.9K 0.06% 251
2016
Q1 		$1.18M Hold
80,372
– – 0.07% 231
2015
Q4 		$1.25M Buy
80,372
+24,576
+44% +$420K 0.08% 233
2015
Q3 		$936K Hold
55,796
– – 0.06% 250
2015
Q2 		$1.27M Buy
55,796
+1,065
+2% +$24.5K 0.08% 236
2015
Q1 		$1.25M Hold
54,731
– – 0.08% 244
2014
Q4 		$1.27M Sell
54,731
-300
-0.5% -$6.58K 0.08% 240
2014
Q3 		$1.23M Buy
55,031
+6,155
+13% +$144K 0.09% 235
2014
Q2 		$1.19M Buy
48,876
+76
+0.2% +$1.77K 0.08% 238
2014
Q1 		$1.11M Buy
48,800
+900
+2% +$21.8K 0.08% 250
2013
Q4 		$1.17M Hold
47,900
– – 0.09% 221
2013
Q3 		$986K Buy
+47,900
New +$960K 0.08% 227

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Counselors Inc's KKR Position: Q2 2025 in Review

Financial Counselors Inc sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 138,912 shares — an estimated $16.1M sold.

Financial Counselors Inc first reported a position in KKR in Q3 2013 and held it in 45 quarters. The position peaked at $16.1M in Q1 2025. 1,333 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Financial Counselors Inc reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 138,912 KKR & Co shares in Q2 2025, an estimated $16.1M.
  • Financial Counselors Inc first reported a position in KKR & Co in Q3 2013 and held it in 45 quarters.
  • Financial Counselors Inc's KKR & Co position peaked at $16.1M in Q1 2025.
  • 1,333 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.