Jackson Wealth Management’s KKR & Co KKR Stock Holding History

Jackson Wealth 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	-3,213	Closed	-$475K	–	169
2024 Q4	$475K	Buy	3,213 +886	+38%	+$130K	0.05%	114
2024 Q3	$304K	Buy	+2,327	New	+$275K	0.04%	122
2016 Q4	–	Sell	-251,093	Closed	-$3.44M	–	72
2016 Q3	$3.44M	Buy	251,093 +24,809	+11%	+$352K	1.3%	17
2016 Q2	$2.79M	Buy	226,284 +15,073	+7%	+$202K	1.04%	24
2016 Q1	$2.82M	Sell	211,211 -3,804	-2%	-$51.8K	1.09%	21
2015 Q4	$2.91M	Buy	215,015 +6,209	+3%	+$106K	1.15%	21
2015 Q3	$3.5M	Buy	208,806 +78,114	+60%	+$1.66M	1.26%	20
2015 Q2	$2.98M	Buy	130,692 +56,931	+77%	+$1.31M	1.01%	24
2015 Q1	$1.68M	Sell	73,761 -8,406	-10%	-$198K	0.54%	66
2014 Q4	$1.91M	Buy	+82,167	New	+$1.8M	0.62%	48

Other funds holding KKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Wealth Management's KKR Position: Q1 2025 in Review

Jackson Wealth Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 3,213 shares — an estimated $475K sold.

Jackson Wealth Management first reported a position in KKR in Q4 2014 and held it in 10 quarters. The position peaked at $3.5M in Q3 2015. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Jackson Wealth Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Jackson Wealth Management sold 3,213 KKR & Co shares in Q1 2025, an estimated $475K.
Jackson Wealth Management first reported a position in KKR & Co in Q4 2014 and held it in 10 quarters.
Jackson Wealth Management's KKR & Co position peaked at $3.5M in Q3 2015.
1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Jackson Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.