IP
KKR icon

Interval Partners’s KKR & Co KKR Stock Holding History

Interval Partners’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
-21,300
Closed -$3.15M – 454
2024
Q4 		$3.15M Buy
+21,300
New +$3.13M 0.08% 231
2024
Q2 		– Sell
-200
Closed -$2.01M – 435
2024
Q1 		$2.01M Buy
+200
New +$18.4K 0.08% 238
2023
Q4 		– Sell
-300
Closed -$1.85M – 368
2023
Q3 		$1.85M Buy
+300
New +$18.2K 0.08% 241
2020
Q4 		– Sell
-30,000
Closed -$1.03M – 295
2020
Q3 		$1.03M Buy
+30,000
New +$1.05M 0.09% 202

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