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Oak Thistle LLC’s KKR & Co KKR Stock Holding History

Oak Thistle LLC’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
2026
Q1 		– Sell
-12,610
Closed -$1.61M – 560
2025
Q4 		$1.61M Sell
12,610
-1,658
-12% -$206K 0.22% 177
2025
Q3 		$1.85M Buy
+14,268
New +$2.03M 0.28% 127
2025
Q1 		– Sell
-6,456
Closed -$955K – 492
2024
Q4 		$955K Buy
6,456
+4,290
+198% +$629K 0.28% 132
2024
Q3 		$283K Sell
2,166
-2,372
-52% -$281K 0.09% 343
2024
Q2 		$478K Buy
+4,538
New +$462K 0.35% 118
2023
Q4 		– Sell
-5,862
Closed -$361K – 542
2023
Q3 		$361K Sell
5,862
-5,608
-49% -$341K 0.11% 358
2023
Q2 		$642K Buy
11,470
+5,253
+84% +$275K 0.34% 114
2023
Q1 		$327K Buy
+6,217
New +$334K 0.19% 238
2022
Q2 		– Sell
-5,751
Closed -$337K – 296
2022
Q1 		$337K Buy
+5,751
New +$362K 0.18% 244

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return