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Jupiter Asset Management’s KKR & Co KKR Stock Holding History

Jupiter Asset 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
Q4 		– Sell
-6,331
Closed -$823K – 449
2025
Q3 		$823K Buy
+6,331
New +$899K 0.01% 357
2025
Q1 		– Sell
-114,184
Closed -$16.9M – 475
2024
Q4 		$16.9M Buy
114,184
+38,524
+51% +$5.65M 0.16% 175
2024
Q3 		$9.88M Buy
75,660
+19,719
+35% +$2.33M 0.09% 225
2024
Q2 		$5.89M Buy
+55,941
New +$5.7M 0.06% 257
2017
Q3 		– Sell
-142,876
Closed -$2.66M – 220
2017
Q2 		$2.66M Buy
+142,876
New +$2.62M 0.09% 188
2016
Q4 		– Sell
-23,571
Closed -$336K – 215
2016
Q3 		$336K Buy
+23,571
New +$334K 0.01% 207
2015
Q4 		– Sell
-26,000
Closed -$436K – 203
2015
Q3 		$436K Buy
26,000
+4,000
+18% +$85K 0.02% 197
2015
Q2 		$503K Buy
+22,000
New +$505K 0.02% 206
2014
Q4 		– Sell
-60,000
Closed -$1.34M – 241
2014
Q3 		$1.34M Sell
60,000
-290,000
-83% -$6.8M 0.04% 211
2014
Q2 		$8.52M Sell
350,000
-250,000
-42% -$5.82M 0.27% 97
2014
Q1 		$13.7M Sell
600,000
-10,000
-2% -$242K 0.44% 68
2013
Q4 		$14.8M Buy
610,000
+82,260
+16% +$1.89M 0.58% 53
2013
Q3 		$10.9M Sell
527,740
-106,395
-17% -$2.13M 0.48% 75
2013
Q2 		$12.5M Buy
+634,135
New +$12.6M 0.56% 60

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jupiter Asset Management's KKR Position: Q4 2025 in Review

Jupiter Asset Management sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 6,331 shares — an estimated $823K sold.

Jupiter Asset Management first reported a position in KKR in Q2 2013 and held it in 14 quarters. The position peaked at $16.9M in Q4 2024. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Jupiter Asset Management reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 6,331 KKR & Co shares in Q4 2025, an estimated $823K.
  • Jupiter Asset Management first reported a position in KKR & Co in Q2 2013 and held it in 14 quarters.
  • Jupiter Asset Management's KKR & Co position peaked at $16.9M in Q4 2024.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.