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Pacific Capital Wealth Advisors’s KKR & Co KKR Stock Holding History

Pacific Capital Wealth 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
-167
Closed -$24.7K – 233
2024
Q4 		$24.7K Hold
167
– – ﹤0.01% 201
2024
Q3 		$21.8K Hold
167
– – ﹤0.01% 230
2024
Q2 		$17.6K Buy
167
+132
+377% +$13.4K ﹤0.01% 252
2024
Q1 		$3.52K Buy
+35
New +$3.22K ﹤0.01% 367

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

Pacific Capital Wealth Advisors's KKR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 167 shares — an estimated $24.7K sold.

Pacific Capital Wealth Advisors first reported a position in KKR in Q1 2024 and held it in 4 quarters. The position peaked at $24.7K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 167 KKR & Co shares in Q1 2025, an estimated $24.7K.
  • Pacific Capital Wealth Advisors first reported a position in KKR & Co in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's KKR & Co position peaked at $24.7K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.