Iconiq Capital’s KKR & Co KKR Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-1,877	Closed	-$250K	–	250
2025 Q2	$250K	Sell	1,877 -1,060	-36%	-$124K	﹤0.01%	334
2025 Q1	$340K	Buy	2,937 +64	+2%	+$8.8K	0.01%	237
2024 Q4	$425K	Buy	2,873 +1,249	+77%	+$183K	0.01%	174
2024 Q3	$212K	Buy	+1,624	New	+$192K	﹤0.01%	190
2017 Q4	–	Sell	-63,290	Closed	-$1.29M	–	62
2017 Q3	$1.29M	Hold	63,290	–	–	0.13%	29
2017 Q2	$1.18M	Hold	63,290	–	–	0.12%	27
2017 Q1	$1.15M	Hold	63,290	–	–	0.13%	27
2016 Q4	$974K	Buy	63,290 +33,400	+112%	+$504K	0.11%	27
2016 Q3	$426K	Hold	29,890	–	–	0.09%	30
2016 Q2	$369K	Hold	29,890	–	–	0.08%	32
2016 Q1	$439K	Buy	+29,890	New	+$407K	0.08%	29

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Iconiq Capital's KKR Position: Q3 2025 in Review

Iconiq Capital sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,877 shares — an estimated $250K sold.

Iconiq Capital first reported a position in KKR in Q1 2016 and held it in 11 quarters. The position peaked at $1.29M in Q3 2017. 1,380 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

Iconiq Capital reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 1,877 KKR & Co shares in Q3 2025, an estimated $250K.
Iconiq Capital first reported a position in KKR & Co in Q1 2016 and held it in 11 quarters.
Iconiq Capital's KKR & Co position peaked at $1.29M in Q3 2017.
1,380 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.