NC
KKR icon

NewSquare Capital’s KKR & Co KKR Stock Holding History

NewSquare Capital’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
-610
Closed -$81.1K – 736
2025
Q2 		$81.1K Buy
610
+469
+333% +$54.9K 0.01% 235
2025
Q1 		$16.3K Buy
141
+102
+262% +$14K ﹤0.01% 414
2024
Q4 		$5.77K Buy
+39
New +$5.72K ﹤0.01% 346
2023
Q3 		– Sell
-60
Closed -$3.36K – 752
2023
Q2 		$3.36K Sell
60
-20
-25% -$1.05K ﹤0.01% 469
2023
Q1 		$4.2K Hold
80
– – ﹤0.01% 469
2022
Q4 		$3.71K Buy
+80
New +$3.9K ﹤0.01% 405
2019
Q1 		– Sell
-68,119
Closed -$1.34M – 344
2018
Q4 		$1.34M Sell
68,119
-9,757
-13% -$223K 0.28% 67
2018
Q3 		$2.12M Buy
77,876
+4,032
+5% +$108K 0.4% 40
2018
Q2 		$2.01M Buy
73,844
+956
+1% +$21.2K 0.41% 37
2018
Q1 		$1.48M Buy
72,888
+3,017
+4% +$67K 0.32% 49
2017
Q4 		$1.47M Buy
69,871
+2,440
+4% +$49K 0.34% 46
2017
Q3 		$1.37M Buy
67,431
+943
+1% +$17.9K 0.33% 46
2017
Q2 		$1.24M Buy
66,488
+2,078
+3% +$38K 0.3% 47
2017
Q1 		$1.17M Buy
64,410
+7,230
+13% +$128K 0.28% 54
2016
Q4 		$880K Buy
57,180
+1,099
+2% +$16.6K 0.22% 71
2016
Q3 		$800K Buy
56,081
+2,741
+5% +$38.9K 0.18% 81
2016
Q2 		$658K Buy
53,340
+8,394
+19% +$112K 0.16% 82
2016
Q1 		$660K Buy
44,946
+10,574
+31% +$144K 0.19% 82
2015
Q4 		$536K Buy
34,372
+4,368
+15% +$74.7K 0.15% 84
2015
Q3 		$503K Buy
30,004
+1,334
+5% +$28.3K 0.15% 80
2015
Q2 		$655K Buy
28,670
+1,244
+5% +$28.6K 0.19% 74
2015
Q1 		$626K Buy
27,426
+1,029
+4% +$24.3K 0.19% 72
2014
Q4 		$613K Buy
+26,397
New +$578K 0.21% 69

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

NewSquare Capital's KKR Position: Q3 2025 in Review

NewSquare Capital sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 610 shares — an estimated $81.1K sold.

NewSquare Capital first reported a position in KKR in Q4 2014 and held it in 23 quarters. The position peaked at $2.12M in Q3 2018. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • NewSquare Capital reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 610 KKR & Co shares in Q3 2025, an estimated $81.1K.
  • NewSquare Capital first reported a position in KKR & Co in Q4 2014 and held it in 23 quarters.
  • NewSquare Capital's KKR & Co position peaked at $2.12M in Q3 2018.
  • 1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.