IC
KKR icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return