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Napa Wealth Management’s KKR & Co KKR Stock Holding History

Napa Wealth Management’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
-17,204
Closed -$2.25M – 192
2024
Q3 		$2.25M Buy
+17,204
New +$2.04M 1.06% 21

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
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 $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Napa Wealth Management's KKR Position: Q4 2024 in Review

Napa Wealth Management sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 17,204 shares — an estimated $2.25M sold.

Napa Wealth Management first reported a position in KKR in Q3 2024 and held it in 1 quarter. The position peaked at $2.25M in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Napa Wealth Management reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 17,204 KKR & Co shares in Q4 2024, an estimated $2.25M.
  • Napa Wealth Management first reported a position in KKR & Co in Q3 2024 and held it in 1 quarter.
  • Napa Wealth Management's KKR & Co position peaked at $2.25M in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.