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Robertson Stephens Wealth Management’s KKR & Co KKR Stock Holding History

Robertson Stephens Wealth 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
2026
Q1 		$622K Sell
6,728
-672
-9% -$70.8K 0.02% 387
2025
Q4 		$943K Sell
7,400
-821
-10% -$102K 0.03% 318
2025
Q3 		$1.07M Sell
8,221
-139
-2% -$19.7K 0.03% 245
2025
Q2 		$1.11M Sell
8,360
-1,042
-11% -$122K 0.04% 258
2025
Q1 		$1.09M Sell
9,402
-1,229
-12% -$169K 0.04% 258
2024
Q4 		$1.57M Sell
10,631
-1,862
-15% -$273K 0.06% 218
2024
Q3 		$1.63M Sell
12,493
-636
-5% -$75.2K 0.06% 216
2024
Q2 		$1.38M Sell
13,129
-653
-5% -$66.5K 0.07% 185
2024
Q1 		$1.39M Buy
13,782
+906
+7% +$83.3K 0.08% 192
2023
Q4 		$1.07M Buy
12,876
+147
+1% +$9.95K 0.07% 215
2023
Q3 		$784K Hold
12,729
– – 0.05% 237
2023
Q2 		$713K Sell
12,729
-16
-0.1% -$838 0.05% 232
2023
Q1 		$669K Sell
12,745
-186
-1% -$9.98K 0.05% 254
2022
Q4 		$600K Sell
12,931
-379
-3% -$18.5K 0.06% 235
2022
Q3 		$572K Sell
13,310
-677
-5% -$34.2K 0.06% 207
2022
Q2 		$647K Buy
13,987
+97
+0.7% +$5.09K 0.06% 212
2022
Q1 		$812K Buy
13,890
+6,254
+82% +$394K 0.07% 206
2021
Q4 		$568K Buy
+7,636
New +$563K 0.05% 247

Other funds holding KKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return