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Fort Sheridan Advisors’s KKR & Co KKR Stock Holding History

Fort Sheridan 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
2026
Q1 		$482K Buy
5,212
+976
+23% +$103K 0.06% 191
2025
Q4 		$540K Sell
4,236
-59
-1% -$7.34K 0.07% 160
2025
Q3 		$558K Buy
4,295
+366
+9% +$52K 0.07% 154
2025
Q2 		$523K Sell
3,929
-99
-2% -$11.6K 0.07% 153
2025
Q1 		$466K Hold
4,028
– – 0.07% 161
2024
Q4 		$596K Buy
4,028
+561
+16% +$82.3K 0.09% 139
2024
Q3 		$453K Sell
3,467
-562
-14% -$66.5K 0.07% 161
2024
Q2 		$424K Sell
4,029
-153
-4% -$15.6K 0.07% 163
2024
Q1 		$421K Buy
4,182
+1
+0% +$92 0.08% 147
2023
Q4 		$346K Buy
4,181
+103
+3% +$6.97K 0.07% 150
2023
Q3 		$251K Buy
4,078
+103
+3% +$6.25K 0.06% 159
2023
Q2 		$223K Buy
+3,975
New +$208K 0.05% 178

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return