LC
KKR icon

Lindbrook Capital’s KKR & Co KKR Stock Holding History

Lindbrook Capital’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 		$231K Sell
1,996
-1,183
-37% -$163K 0.02% 371
2024
Q4 		$470K Buy
3,179
+102
+3% +$15K 0.04% 228
2024
Q3 		$402K Buy
3,077
+1,491
+94% +$176K 0.04% 254
2024
Q2 		$167K Buy
1,586
+268
+20% +$27.3K 0.02% 398
2024
Q1 		$133K Buy
1,318
+54
+4% +$4.97K 0.01% 459
2023
Q4 		$105K Buy
1,264
+493
+64% +$33.4K 0.01% 510
2023
Q3 		$47.5K Buy
771
+156
+25% +$9.47K 0.01% 714
2023
Q2 		$34.4K Buy
615
+1
+0.2% +$52 ﹤0.01% 842
2023
Q1 		$32.2K Buy
614
+126
+26% +$6.76K ﹤0.01% 855
2022
Q4 		$22.7K Buy
488
+384
+369% +$18.7K ﹤0.01% 998
2022
Q3 		$4K Buy
104
+21
+25% +$1.06K ﹤0.01% 1766
2022
Q2 		$4K Buy
+83
New +$4.36K ﹤0.01% 1655
2022
Q1 		– Sell
-25
Closed -$2K – 2553
2021
Q4 		$2K Sell
25
-140
-85% -$10.3K ﹤0.01% 1790
2021
Q3 		$10K Hold
165
– – ﹤0.01% 991
2021
Q2 		$10K Hold
165
– – ﹤0.01% 1055
2021
Q1 		$8K Buy
+165
New +$7.38K ﹤0.01% 1101

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Lindbrook Capital's KKR Position: Q1 2025 in Review

Lindbrook Capital reduced its KKR & Co (KKR) stake by 37% in Q1 2025, selling an estimated $163K and leaving 1,996 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #371.

Lindbrook Capital first reported a position in KKR in Q1 2021 and has held it in 16 quarters since. The position peaked at $470K in Q4 2024. 1,291 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Lindbrook Capital held 1,996 shares of KKR & Co worth $231K as of Q1 2025.
  • Lindbrook Capital sold 1,183 KKR & Co shares in Q1 2025, an estimated $163K.
  • KKR & Co made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #371 holding.
  • Lindbrook Capital first reported a position in KKR & Co in Q1 2021 and has held it in 16 quarters since.
  • Lindbrook Capital's KKR & Co position peaked at $470K in Q4 2024.
  • 1,291 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.