LMKC
KKR icon

L.M. Kohn & Company’s KKR & Co KKR Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-3,505
Closed -$466K – 210
2025
Q2 		$466K Sell
3,505
-258
-7% -$30.2K 0.13% 145
2025
Q1 		$435K Buy
3,763
+28
+0.7% +$3.85K 0.11% 159
2024
Q4 		$552K Sell
3,735
-257
-6% -$37.7K 0.14% 130
2024
Q3 		$521K Buy
3,992
+420
+12% +$49.7K 0.13% 141
2024
Q2 		$376K Sell
3,572
-73
-2% -$7.43K 0.1% 164
2024
Q1 		$367K Hold
3,645
– – 0.1% 178
2023
Q4 		$302K Hold
3,645
– – 0.1% 179
2023
Q3 		$225K Hold
3,645
– – 0.08% 202
2023
Q2 		$204K Buy
+3,645
New +$191K 0.08% 217

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return