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Kohmann Bosshard Financial Services’s KKR & Co KKR Stock Holding History

Kohmann Bosshard Financial Services’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
-5
Closed -$740 – 548
2024
Q4 		$740 Buy
+5
New +$734 ﹤0.01% 618

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State Street
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Wellington Management Group
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Massachusetts Financial Services
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kohmann Bosshard Financial Services's KKR Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 5 shares — an estimated $740 sold.

Kohmann Bosshard Financial Services first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $740 in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 5 KKR & Co shares in Q1 2025, an estimated $740.
  • Kohmann Bosshard Financial Services first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's KKR & Co position peaked at $740 in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.