Riverview Trust Company’s KKR & Co KKR Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-273	Closed	-$31.6K	–	404
2025 Q1	$31.6K	Sell	273 -12	-4%	-$1.65K	0.03%	291
2024 Q4	$42.2K	Hold	285	–	–	0.04%	246
2024 Q3	$37.2K	Buy	285 +12	+4%	+$1.42K	0.03%	287
2024 Q2	$28.7K	Hold	273	–	–	0.03%	313
2024 Q1	$27.5K	Buy	+273	New	+$25.1K	0.02%	366
2023 Q4	–	Sell	-273	Closed	-$16.8K	–	375
2023 Q3	$16.8K	Hold	273	–	–	0.01%	456
2023 Q2	$15.3K	Hold	273	–	–	0.01%	510
2023 Q1	$14.3K	Hold	273	–	–	0.01%	505
2022 Q4	$13K	Sell	273 -773	-74%	-$37.7K	0.01%	575
2022 Q3	$45K	Buy	+1,046	New	+$52.9K	0.04%	223
2022 Q2	–	Sell	-312	Closed	-$18K	–	788
2022 Q1	$18K	Buy	+312	New	+$19.6K	0.01%	531

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Riverview Trust Company's KKR Position: Q2 2025 in Review

Riverview Trust Company sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 273 shares — an estimated $31.6K sold.

Riverview Trust Company first reported a position in KKR in Q1 2022 and held it in 11 quarters. The position peaked at $45K in Q3 2022. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

Riverview Trust Company reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 273 KKR & Co shares in Q2 2025, an estimated $31.6K.
Riverview Trust Company first reported a position in KKR & Co in Q1 2022 and held it in 11 quarters.
Riverview Trust Company's KKR & Co position peaked at $45K in Q3 2022.
1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.