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Modus Advisors’s KKR & Co KKR Stock Holding History

Modus Advisors’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
-1,160
Closed -$172K – 211
2024
Q4 		$172K Buy
+1,160
New +$170K 0.05% 112
2021
Q3 		– Sell
-1,150
Closed -$68K – 171
2021
Q2 		$68K Buy
+1,150
New +$63.8K 0.03% 139
2020
Q3 		– Sell
-1,150
Closed -$36K – 152
2020
Q2 		$36K Buy
+1,150
New +$30.9K 0.02% 134

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

Modus Advisors's KKR Position: Q1 2025 in Review

Modus Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,160 shares — an estimated $172K sold.

Modus Advisors first reported a position in KKR in Q2 2020 and held it in 3 quarters. The position peaked at $172K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Modus Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Modus Advisors sold 1,160 KKR & Co shares in Q1 2025, an estimated $172K.
  • Modus Advisors first reported a position in KKR & Co in Q2 2020 and held it in 3 quarters.
  • Modus Advisors's KKR & Co position peaked at $172K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.