Marshall Wace
KKR icon

Marshall Wace’s KKR & Co KKR Stock Holding History

Marshall Wace’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
Q2 		– Sell
-61,723
Closed -$7.14M – 2934
2025
Q1 		$7.14M Buy
+61,723
New +$8.49M 0.01% 904
2022
Q4 		– Sell
-14,472
Closed -$622K – 3184
2022
Q3 		$622K Buy
+14,472
New +$731K ﹤0.01% 2633
2014
Q4 		– Sell
-43,537
Closed -$971K – 884
2014
Q3 		$971K Sell
43,537
-796,782
-95% -$18.7M 0.01% 555
2014
Q2 		$20.4M Sell
840,319
-1,424,770
-63% -$33.2M 0.3% 92
2014
Q1 		$51.7M Buy
+2,265,089
New +$54.8M 0.94% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marshall Wace's KKR Position: Q2 2025 in Review

Marshall Wace sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 61,723 shares — an estimated $7.14M sold.

Marshall Wace first reported a position in KKR in Q1 2014 and held it in 5 quarters. The position peaked at $51.7M in Q1 2014. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Marshall Wace reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 61,723 KKR & Co shares in Q2 2025, an estimated $7.14M.
  • Marshall Wace first reported a position in KKR & Co in Q1 2014 and held it in 5 quarters.
  • Marshall Wace's KKR & Co position peaked at $51.7M in Q1 2014.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.