Operose Advisors’s KKR & Co KKR Stock Holding History

Operose Advisors’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	-3,925	Closed	-$581K	–	431
2024 Q4	$581K	Hold	3,925	–	–	0.2%	68
2024 Q3	$513K	Hold	3,925	–	–	0.17%	82
2024 Q2	$413K	Hold	3,925	–	–	0.15%	89
2024 Q1	$395K	Hold	3,925	–	–	0.13%	104
2023 Q4	$325K	Hold	3,925	–	–	0.13%	80
2023 Q3	$242K	Hold	3,925	–	–	0.1%	105
2023 Q2	$220K	Hold	3,925	–	–	0.1%	78
2023 Q1	$206K	Hold	3,925	–	–	0.1%	71
2022 Q4	$182K	Sell	3,925 -1,075	-22%	-$52.4K	0.1%	74
2022 Q3	$215K	Hold	5,000	–	–	0.14%	55
2022 Q2	$231K	Hold	5,000	–	–	0.16%	50
2022 Q1	$292K	Hold	5,000	–	–	0.2%	50
2021 Q4	$373K	Buy	+5,000	New	+$369K	0.3%	36

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Operose Advisors's KKR Position: Q1 2025 in Review

Operose Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 3,925 shares — an estimated $581K sold.

Operose Advisors first reported a position in KKR in Q4 2021 and held it in 13 quarters. The position peaked at $581K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Operose Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Operose Advisors sold 3,925 KKR & Co shares in Q1 2025, an estimated $581K.
Operose Advisors first reported a position in KKR & Co in Q4 2021 and held it in 13 quarters.
Operose Advisors's KKR & Co position peaked at $581K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.