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Marvin & Palmer Associates’s KKR & Co KKR Stock Holding History

Marvin & Palmer Associates’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
-49,377
Closed -$7.3M – 28
2024
Q4 		$7.3M Sell
49,377
-10,548
-18% -$1.55M 5.58% 4
2024
Q3 		$7.83M Buy
59,925
+17,986
+43% +$2.13M 6.56% 1
2024
Q2 		$4.22M Buy
41,939
+19
+0% +$1.93K 4.32% 11
2024
Q1 		$4.22M Sell
41,920
-660
-2% -$60.7K 4.18% 9
2023
Q4 		$3.53M Buy
+42,580
New +$2.88M 3.94% 11

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

Marvin & Palmer Associates's KKR Position: Q1 2025 in Review

Marvin & Palmer Associates sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 49,377 shares — an estimated $7.3M sold.

Marvin & Palmer Associates first reported a position in KKR in Q4 2023 and held it in 5 quarters. The position peaked at $7.83M in Q3 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Marvin & Palmer Associates reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Marvin & Palmer Associates sold 49,377 KKR & Co shares in Q1 2025, an estimated $7.3M.
  • Marvin & Palmer Associates first reported a position in KKR & Co in Q4 2023 and held it in 5 quarters.
  • Marvin & Palmer Associates's KKR & Co position peaked at $7.83M in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Marvin & Palmer Associates's 13F filing for Q1 2025, filed 7 May 2025.