McDonald Partners’s KKR & Co KKR Stock Holding History

McDonald 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
2022 Q1	–	Sell	-8	Closed	-$596	–	520
2021 Q4	$596	Buy	+8	New	+$590	﹤0.01%	484

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

McDonald Partners's KKR Position: Q1 2022 in Review

McDonald Partners sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 8 shares — an estimated $596 sold.

McDonald Partners first reported a position in KKR in Q4 2021 and held it in 1 quarter. The position peaked at $596 in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

McDonald Partners reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 8 KKR & Co shares in Q1 2022, an estimated $596.
McDonald Partners first reported a position in KKR & Co in Q4 2021 and held it in 1 quarter.
McDonald Partners's KKR & Co position peaked at $596 in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.