Lake Street Advisors Group’s KKR & Co KKR Stock Holding History

Lake Street Advisors Group’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	$636K	Sell	4,297 -370	-8%	-$54.3K	0.03%	294
2024 Q3	$609K	Buy	4,667 +177	+4%	+$20.9K	0.03%	287
2024 Q2	$473K	Sell	4,490 -740	-14%	-$75.3K	0.02%	333
2024 Q1	$526K	Sell	5,230 -902	-15%	-$83K	0.02%	333
2023 Q4	$508K	Buy	+6,132	New	+$415K	0.03%	326
2021 Q4	–	Sell	-10,200	Closed	-$621K	–	289
2021 Q3	$621K	Buy	+10,200	New	+$641K	0.07%	120
2018 Q3	–	Sell	-38,064	Closed	-$946K	–	274
2018 Q2	$946K	Buy	+38,064	New	+$846K	0.09%	82
2018 Q1	–	Sell	-14,703	Closed	-$310K	–	338
2017 Q4	$310K	Buy	+14,703	New	+$295K	0.04%	214

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Advisors Group's KKR Position: Q4 2024 in Review

Lake Street Advisors Group reduced its KKR & Co (KKR) stake by 7.9% in Q4 2024, selling an estimated $54.3K and leaving 4,297 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #294.

Lake Street Advisors Group first reported a position in KKR in Q4 2017 and has held it in 8 quarters since. The position peaked at $946K in Q2 2018. 1,329 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Lake Street Advisors Group held 4,297 shares of KKR & Co worth $636K as of Q4 2024.
Lake Street Advisors Group sold 370 KKR & Co shares in Q4 2024, an estimated $54.3K.
KKR & Co made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #294 holding.
Lake Street Advisors Group first reported a position in KKR & Co in Q4 2017 and has held it in 8 quarters since.
Lake Street Advisors Group's KKR & Co position peaked at $946K in Q2 2018.
1,329 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.