Osborne Partners Capital Management’s KKR & Co KKR Stock Holding History

Osborne Partners Capital 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
2025 Q1	–	Sell	-64,165	Closed	-$9.49M	–	221
2024 Q4	$9.49M	Sell	64,165 -2,657	-4%	-$390K	0.55%	68
2024 Q3	$8.73M	Sell	66,822 -4,796	-7%	-$567K	0.49%	75
2024 Q2	$7.54M	Buy	71,618 +1,160	+2%	+$118K	0.45%	77
2024 Q1	$7.09M	Buy	70,458 +38	+0.1%	+$3.5K	0.44%	78
2023 Q4	$5.83M	Sell	70,420 -200	-0.3%	-$13.5K	0.38%	85
2023 Q3	$4.35M	Buy	70,620 +1,910	+3%	+$116K	0.32%	92
2023 Q2	$3.85M	Buy	68,710 +9,140	+15%	+$479K	0.28%	99
2023 Q1	$3.13M	Buy	+59,570	New	+$3.2M	0.23%	104

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

Osborne Partners Capital Management's KKR Position: Q1 2025 in Review

Osborne Partners Capital Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 64,165 shares — an estimated $9.49M sold.

Osborne Partners Capital Management first reported a position in KKR in Q1 2023 and held it in 8 quarters. The position peaked at $9.49M in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Osborne Partners Capital Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 64,165 KKR & Co shares in Q1 2025, an estimated $9.49M.
Osborne Partners Capital Management first reported a position in KKR & Co in Q1 2023 and held it in 8 quarters.
Osborne Partners Capital Management's KKR & Co position peaked at $9.49M in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Osborne Partners Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.