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Marsico Capital Management’s KKR & Co KKR Stock Holding History

Marsico Capital 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
Q4 		– Sell
-86,975
Closed -$11.3M – 80
2025
Q3 		$11.3M Buy
86,975
+80,581
+1,260% +$11.4M 0.29% 54
2025
Q2 		$851K Sell
6,394
-373,028
-98% -$43.7M 0.02% 66
2025
Q1 		$43.9M Buy
379,422
+224,568
+145% +$30.9M 1.51% 23
2024
Q4 		$22.9M Buy
154,854
+68,197
+79% +$10M 0.62% 30
2024
Q3 		$11.3M Hold
86,657
– – 0.32% 36
2024
Q2 		$9.12M Hold
86,657
– – 0.27% 39
2024
Q1 		$8.72M Buy
+86,657
New +$7.97M 0.29% 43

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 $484B AUM 34.9% 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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marsico Capital Management's KKR Position: Q4 2025 in Review

Marsico Capital Management sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 86,975 shares — an estimated $11.3M sold.

Marsico Capital Management first reported a position in KKR in Q1 2024 and held it in 7 quarters. The position peaked at $43.9M in Q1 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Marsico Capital Management reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Marsico Capital Management sold 86,975 KKR & Co shares in Q4 2025, an estimated $11.3M.
  • Marsico Capital Management first reported a position in KKR & Co in Q1 2024 and held it in 7 quarters.
  • Marsico Capital Management's KKR & Co position peaked at $43.9M in Q1 2025.
  • 1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Marsico Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.