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Global Trust Asset Management’s KKR & Co KKR Stock Holding History

Global Trust 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
Q1 		– Sell
-100
Closed -$14.8K – 503
2024
Q4 		$14.8K Hold
100
– – 0.01% 384
2024
Q3 		$13.1K Buy
+100
New +$11.8K ﹤0.01% 372
2021
Q3 		– Sell
-3,400
Closed -$201K – 420
2021
Q2 		$201K Buy
+3,400
New +$189K 0.1% 168
2018
Q4 		– Sell
-3,600
Closed -$98K – 428
2018
Q3 		$98K Buy
+3,600
New +$96.2K 0.07% 176

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

Global Trust Asset Management's KKR Position: Q1 2025 in Review

Global Trust Asset Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 100 shares — an estimated $14.8K sold.

Global Trust Asset Management first reported a position in KKR in Q3 2018 and held it in 4 quarters. The position peaked at $201K in Q2 2021. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Global Trust Asset Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 100 KKR & Co shares in Q1 2025, an estimated $14.8K.
  • Global Trust Asset Management first reported a position in KKR & Co in Q3 2018 and held it in 4 quarters.
  • Global Trust Asset Management's KKR & Co position peaked at $201K in Q2 2021.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.