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

Okabena 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
2025
Q1 		– Sell
-3,219
Closed -$476K – 132
2024
Q4 		$476K Sell
3,219
-1,949
-38% -$286K 0.13% 95
2024
Q3 		$675K Buy
5,168
+314
+6% +$37.2K 0.19% 77
2024
Q2 		$511K Sell
4,854
-11,469
-70% -$1.17M 0.16% 86
2024
Q1 		$1.64M Sell
16,323
-1,927
-11% -$177K 0.55% 42
2023
Q4 		$1.51M Sell
18,250
-10,563
-37% -$715K 0.59% 45
2023
Q3 		$1.77M Buy
28,813
+1,280
+5% +$77.7K 1.38% 19
2023
Q2 		$1.54M Sell
27,533
-13,059
-32% -$684K 1.13% 24
2023
Q1 		$2.13M Sell
40,592
-3,569
-8% -$192K 1.49% 19
2022
Q4 		$2.05M Buy
44,161
+475
+1% +$23.2K 1.36% 22
2022
Q3 		$1.88M Buy
43,686
+5,628
+15% +$284K 0.91% 37
2022
Q2 		$1.76M Sell
38,058
-2,930
-7% -$154K 0.91% 33
2022
Q1 		$2.4M Buy
40,988
+2,088
+5% +$131K 1.01% 25
2021
Q4 		$2.9M Sell
38,900
-6,145
-14% -$453K 1.1% 21
2021
Q3 		$2.74M Sell
45,045
-5,306
-11% -$333K 1.44% 12
2021
Q2 		$2.98M Sell
50,351
-8,534
-14% -$474K 1.4% 17
2021
Q1 		$2.88M Sell
58,885
-10,267
-15% -$459K 1.55% 17
2020
Q4 		$2.8M Buy
69,152
+7,261
+12% +$274K 1.63% 16
2020
Q3 		$2.13M Buy
61,891
+4,275
+7% +$150K 1.63% 16
2020
Q2 		$1.78M Buy
57,616
+17,108
+42% +$460K 1.56% 19
2020
Q1 		$951K Sell
40,508
-9,147
-18% -$263K 1.08% 32
2019
Q4 		$1.45M Buy
+49,655
New +$1.41M 1.35% 25

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Okabena Investment Services's KKR Position: Q1 2025 in Review

Okabena Investment Services sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 3,219 shares — an estimated $476K sold.

Okabena Investment Services first reported a position in KKR in Q4 2019 and held it in 21 quarters. The position peaked at $2.98M in Q2 2021. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Okabena Investment Services reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Okabena Investment Services sold 3,219 KKR & Co shares in Q1 2025, an estimated $476K.
  • Okabena Investment Services first reported a position in KKR & Co in Q4 2019 and held it in 21 quarters.
  • Okabena Investment Services's KKR & Co position peaked at $2.98M in Q2 2021.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Okabena Investment Services's 13F filing for Q1 2025, filed 14 May 2025.