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Laird Norton Wetherby Wealth Management’s KKR & Co KKR Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$1.7M Buy
13,094
+118
+0.9% +$16.8K 0.07% 259
2025
Q2 		$1.73M Buy
+12,976
New +$1.52M 0.08% 241
2024
Q4 		$1.9M Sell
12,848
-113
-0.9% -$16.6K 0.09% 213
2024
Q3 		$1.69M Buy
12,961
+265
+2% +$31.4K 0.08% 247
2024
Q2 		$1.34M Sell
12,696
-13
-0.1% -$1.32K 0.06% 284
2024
Q1 		$1.28M Buy
12,709
+43
+0.3% +$3.96K 0.06% 306
2023
Q4 		$1.05M Buy
12,666
+224
+2% +$15.2K 0.05% 341
2023
Q3 		$766K Buy
12,442
+22
+0.2% +$1.34K 0.04% 396
2023
Q2 		$696K Buy
12,420
+454
+4% +$23.8K 0.04% 438
2023
Q1 		$628K Sell
11,966
-46
-0.4% -$2.47K 0.04% 459
2022
Q4 		$558K Buy
12,012
+1,115
+10% +$54.3K 0.04% 491
2022
Q3 		$468K Buy
10,897
+34
+0.3% +$1.72K 0.03% 520
2022
Q2 		$503K Buy
10,863
+163
+2% +$8.55K 0.03% 502
2022
Q1 		$626K Hold
10,700
– – 0.04% 440
2021
Q4 		$797K Hold
10,700
– – 0.04% 369
2021
Q3 		$652K Hold
10,700
– – 0.04% 417
2021
Q2 		$634K Sell
10,700
-10,024
-48% -$556K 0.04% 432
2021
Q1 		$1.01M Hold
20,724
– – 0.08% 250
2020
Q4 		$839K Hold
20,724
– – 0.06% 309
2020
Q3 		$712K Hold
20,724
– – 0.06% 296
2020
Q2 		$640K Hold
20,724
– – 0.06% 303
2020
Q1 		$486K Sell
20,724
-100
-0.5% -$2.87K 0.05% 329
2019
Q4 		$608K Hold
20,824
– – 0.06% 350
2019
Q3 		$559K Hold
20,824
– – 0.06% 365
2019
Q2 		$526K Hold
20,824
– – 0.06% 381
2019
Q1 		$489K Buy
20,824
+9,974
+92% +$227K 0.06% 367
2018
Q4 		$213K Buy
10,850
+1,122
+12% +$25.7K 0.03% 568
2018
Q3 		$265K Buy
+9,728
New +$260K 0.03% 538

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

Laird Norton Wetherby Wealth Management's KKR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its KKR & Co (KKR) stake by 0.91% in Q3 2025, buying an estimated $16.8K and bringing the position to 13,094 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #259.

Laird Norton Wetherby Wealth Management first reported a position in KKR in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.9M in Q4 2024. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 13,094 shares of KKR & Co worth $1.7M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 118 KKR & Co shares in Q3 2025, an estimated $16.8K.
  • KKR & Co made up 0.07% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #259 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in KKR & Co in Q3 2018 and has held it in 28 quarters since.
  • Laird Norton Wetherby Wealth Management's KKR & Co position peaked at $1.9M in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.