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Legacy Capital Wealth Partners’s KKR & Co KKR Stock Holding History

Legacy Capital Wealth Partners’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
-1,806
Closed -$267K – 365
2024
Q4 		$267K Sell
1,806
-212
-11% -$31.1K 0.07% 291
2024
Q3 		$264K Sell
2,018
-11,518
-85% -$1.36M 0.05% 294
2024
Q2 		$1.42M Buy
+13,536
New +$1.38M 0.36% 55
2024
Q1 		– Sell
-31,159
Closed -$2.58M – 235
2023
Q4 		$2.58M Sell
31,159
-12,343
-28% -$836K 0.73% 26
2023
Q3 		$2.68M Sell
43,502
-865
-2% -$52.5K 0.74% 24
2023
Q2 		$2.48M Buy
+44,367
New +$2.32M 2.06% 19

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
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
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

Legacy Capital Wealth Partners's KKR Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,806 shares — an estimated $267K sold.

Legacy Capital Wealth Partners first reported a position in KKR in Q2 2023 and held it in 6 quarters. The position peaked at $2.68M in Q3 2023. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Legacy Capital Wealth Partners reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,806 KKR & Co shares in Q1 2025, an estimated $267K.
  • Legacy Capital Wealth Partners first reported a position in KKR & Co in Q2 2023 and held it in 6 quarters.
  • Legacy Capital Wealth Partners's KKR & Co position peaked at $2.68M in Q3 2023.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.