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Oxbow Advisors’s KKR & Co KKR Stock Holding History

Oxbow 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
-1,470
Closed -$217K – 216
2024
Q4 		$217K Sell
1,470
-70
-5% -$10.3K 0.03% 190
2024
Q3 		$201K Buy
+1,540
New +$182K 0.02% 200
2020
Q1 		– Sell
-128,615
Closed -$3.75M – 304
2019
Q4 		$3.75M Sell
128,615
-1,125
-0.9% -$32K 0.43% 60
2019
Q3 		$3.48M Sell
129,740
-2,001
-2% -$52.8K 0.46% 54
2019
Q2 		$3.33M Buy
131,741
+1,996
+2% +$47.8K 0.4% 64
2019
Q1 		$3.05M Sell
129,745
-109,617
-46% -$2.5M 0.37% 64
2018
Q4 		$4.7M Buy
239,362
+54,825
+30% +$1.25M 0.63% 38
2018
Q3 		$5.03M Sell
184,537
-4,355
-2% -$116K 0.61% 48
2018
Q2 		$4.69M Sell
188,892
-18,430
-9% -$409K 0.6% 49
2018
Q1 		$4.21M Sell
207,322
-455
-0.2% -$10.1K 0.86% 36
2017
Q4 		$4.38M Buy
207,777
+6,645
+3% +$133K 0.82% 33
2017
Q3 		$4.09M Sell
201,132
-13,510
-6% -$256K 0.78% 35
2017
Q2 		$3.99M Sell
214,642
-4,700
-2% -$86K 0.71% 47
2017
Q1 		$4M Sell
219,342
-7,402
-3% -$132K 0.65% 49
2016
Q4 		$3.48M Sell
226,744
-8,788
-4% -$133K 0.44% 65
2016
Q3 		$3.37M Buy
235,532
+1,895
+0.8% +$26.9K 0.46% 65
2016
Q2 		$2.88M Sell
233,637
-10,190
-4% -$136K 0.41% 76
2016
Q1 		$3.58M Sell
243,827
-7,280
-3% -$99.1K 0.51% 58
2015
Q4 		$3.91M Sell
251,107
-16,460
-6% -$281K 0.49% 63
2015
Q3 		$4.49M Buy
267,567
+37,362
+16% +$794K 0.74% 36
2015
Q2 		$5.27M Buy
+230,205
New +$5.29M 0.68% 39

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

Oxbow Advisors's KKR Position: Q1 2025 in Review

Oxbow Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,470 shares — an estimated $217K sold.

Oxbow Advisors first reported a position in KKR in Q2 2015 and held it in 21 quarters. The position peaked at $5.27M in Q2 2015. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Oxbow Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Oxbow Advisors sold 1,470 KKR & Co shares in Q1 2025, an estimated $217K.
  • Oxbow Advisors first reported a position in KKR & Co in Q2 2015 and held it in 21 quarters.
  • Oxbow Advisors's KKR & Co position peaked at $5.27M in Q2 2015.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Oxbow Advisors's 13F filing for Q1 2025, filed 1 May 2025.