McIlrath & Eck’s KKR & Co KKR Stock Holding History

McIlrath & Eck’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	-175	Closed	-$25.9K	–	973
2024 Q4	$25.9K	Buy	+175	New	+$25.7K	﹤0.01%	437

Other funds holding KKR

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McIlrath & Eck's KKR Position: Q1 2025 in Review

McIlrath & Eck sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 175 shares — an estimated $25.9K sold.

McIlrath & Eck first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $25.9K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

McIlrath & Eck reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
McIlrath & Eck sold 175 KKR & Co shares in Q1 2025, an estimated $25.9K.
McIlrath & Eck first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
McIlrath & Eck's KKR & Co position peaked at $25.9K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.