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JTC Employer Solutions Trustee’s KKR & Co KKR Stock Holding History

JTC Employer Solutions Trustee’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
Q1 		$617K Hold
6,657
– – 0.05% 76
2025
Q4 		$848K Hold
6,657
– – 0.06% 74
2025
Q3 		$865K Hold
6,657
– – 0.07% 64
2025
Q2 		$885K Buy
6,657
+2,113
+47% +$247K 0.08% 60
2025
Q1 		$525K Hold
4,544
– – 0.04% 75
2024
Q4 		$674K Hold
4,544
– – 0.05% 71
2024
Q3 		$593K Hold
4,544
– – 0.04% 73
2024
Q2 		$479K Sell
4,544
-6,575
-59% -$669K 0.03% 77
2024
Q1 		$1.12M Hold
11,119
– – 0.07% 57
2023
Q4 		$930K Hold
11,119
– – 0.08% 63
2023
Q3 		$685K Hold
11,119
– – 0.06% 68
2023
Q2 		$622K Hold
11,119
– – 0.06% 69
2023
Q1 		$584K Hold
11,119
– – 0.06% 74
2022
Q4 		$516K Hold
11,119
– – 0.04% 81
2022
Q3 		$478K Hold
11,119
– – 0.08% 69
2022
Q2 		$515K Hold
11,119
– – 0.07% 60
2022
Q1 		$650K Hold
11,119
– – 0.07% 58
2021
Q4 		$829K Hold
11,119
– – 0.1% 53
2021
Q3 		$677K Hold
11,119
– – 0.09% 60
2021
Q2 		$659K Buy
+11,119
New +$617K 0.1% 45

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