John Overdeck’s KKR & Co KKR Stock Holding History

John Overdeck’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
2026 Q2	$1.83M	Buy	19,900 +16,900	+563%	+$1.64M	﹤0.01%	3076
2026 Q1	$278K	Buy	3,000 +1,000	+50%	+$105K	﹤0.01%	4123
2025 Q4	$255K	Buy	+2,000	New	+$249K	﹤0.01%	3659
2022 Q1	–	Sell	-5,900	Closed	-$440K	–	3520
2021 Q4	$440K	Buy	+5,900	New	+$435K	﹤0.01%	3370
2021 Q2	–	Sell	-8,900	Closed	-$435K	–	4322
2021 Q1	$435K	Buy	+8,900	New	+$398K	﹤0.01%	3059

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

John Overdeck's KKR Position: Q2 2025 in Review

John Overdeck sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 29,279 shares — an estimated $3.38M sold.

John Overdeck first reported a position in KKR in Q3 2020 and held it in 11 quarters. The position peaked at $43.9M in Q4 2020. 1,336 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

John Overdeck reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
John Overdeck sold 29,279 KKR & Co shares in Q2 2025, an estimated $3.38M.
John Overdeck first reported a position in KKR & Co in Q3 2020 and held it in 11 quarters.
John Overdeck's KKR & Co position peaked at $43.9M in Q4 2020.
1,336 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.