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Morningstar Investment Services’s KKR & Co KKR Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-3,572
Closed -$472K – 274
2024
Q3 		$472K Buy
3,572
+747
+26% +$88.4K ﹤0.01% 279
2024
Q2 		$299K Buy
2,825
+549
+24% +$55.9K ﹤0.01% 314
2024
Q1 		$229K Sell
2,276
-1,492
-40% -$137K ﹤0.01% 325
2023
Q4 		$315K Buy
+3,768
New +$255K ﹤0.01% 345

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Services's KKR Position: Q4 2024 in Review

Morningstar Investment Services sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 3,572 shares — an estimated $472K sold.

Morningstar Investment Services first reported a position in KKR in Q4 2023 and held it in 4 quarters. The position peaked at $472K in Q3 2024. 1,330 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Morningstar Investment Services reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,572 KKR & Co shares in Q4 2024, an estimated $472K.
  • Morningstar Investment Services first reported a position in KKR & Co in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's KKR & Co position peaked at $472K in Q3 2024.
  • 1,330 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.