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Moody Lynn & Lieberson’s KKR & Co KKR Stock Holding History

Moody Lynn & Lieberson’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
Q3 		– Sell
-1,611
Closed -$214K – 269
2025
Q2 		$214K Buy
+1,611
New +$189K 0.01% 245
2025
Q1 		– Sell
-1,559
Closed -$231K – 249
2024
Q4 		$231K Sell
1,559
-12
-0.8% -$1.76K 0.01% 223
2024
Q3 		$205K Buy
+1,571
New +$186K 0.01% 248

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moody Lynn & Lieberson's KKR Position: Q3 2025 in Review

Moody Lynn & Lieberson sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,611 shares — an estimated $214K sold.

Moody Lynn & Lieberson first reported a position in KKR in Q3 2024 and held it in 3 quarters. The position peaked at $231K in Q4 2024. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Moody Lynn & Lieberson reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 1,611 KKR & Co shares in Q3 2025, an estimated $214K.
  • Moody Lynn & Lieberson first reported a position in KKR & Co in Q3 2024 and held it in 3 quarters.
  • Moody Lynn & Lieberson's KKR & Co position peaked at $231K in Q4 2024.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2025, filed 20 Oct 2025.