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

Kolinsky 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
2024
Q4 		$477K Sell
3,223
-91
-3% -$13.4K 0.29% 73
2024
Q3 		$433K Buy
3,314
+311
+10% +$36.8K 0.28% 77
2024
Q2 		$316K Buy
+3,003
New +$306K 0.23% 105

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kolinsky Wealth Management's KKR Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its KKR & Co (KKR) stake by 2.7% in Q4 2024, selling an estimated $13.4K and leaving 3,223 shares worth $477K. The position accounts for 0.29% of the portfolio, ranked #73.

Kolinsky Wealth Management first reported a position in KKR in Q2 2024 and has held it in 3 quarters since. 1,332 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Kolinsky Wealth Management held 3,223 shares of KKR & Co worth $477K as of Q4 2024.
  • Kolinsky Wealth Management sold 91 KKR & Co shares in Q4 2024, an estimated $13.4K.
  • KKR & Co made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #73 holding.
  • Kolinsky Wealth Management first reported a position in KKR & Co in Q2 2024 and has held it in 3 quarters since.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.