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Roberts Foundation’s KKR & Co KKR Stock Holding History

Roberts Foundation’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
-1,000,000
Closed -$116M – 3
2025
Q1 		$116M Hold
1,000,000
– – 74.56% 1
2024
Q4 		$148M Buy
+1,000,000
New +$147M 70.84% 1

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Roberts Foundation's KKR Position: Q2 2025 in Review

Roberts Foundation sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 1,000,000 shares — an estimated $116M sold.

Roberts Foundation first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $148M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Roberts Foundation reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Roberts Foundation sold 1,000,000 KKR & Co shares in Q2 2025, an estimated $116M.
  • Roberts Foundation first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
  • Roberts Foundation's KKR & Co position peaked at $148M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Roberts Foundation's 13F filing for Q2 2025, filed 5 Aug 2025.