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Sabal Trust’s KKR & Co KKR Stock Holding History

Sabal Trust’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 		$3.76M Sell
32,496
-2,224
-6% -$306K 0.21% 79
2024
Q4 		$5.14M Buy
34,720
+36
+0.1% +$5.28K 0.3% 66
2024
Q3 		$4.53M Hold
34,684
– – 0.25% 68
2024
Q2 		$3.65M Sell
34,684
-96
-0.3% -$9.77K 0.22% 69
2024
Q1 		$3.5M Sell
34,780
-51
-0.1% -$4.69K 0.2% 69
2023
Q4 		$2.89M Buy
34,831
+3
+0% +$203 0.18% 71
2023
Q3 		$2.15M Buy
34,828
+963
+3% +$58.5K 0.14% 72
2023
Q2 		$1.9M Buy
+33,865
New +$1.77M 0.12% 76

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

Sabal Trust's KKR Position: Q1 2025 in Review

Sabal Trust reduced its KKR & Co (KKR) stake by 6.4% in Q1 2025, selling an estimated $306K and leaving 32,496 shares worth $3.76M. The position accounts for 0.21% of the portfolio, ranked #79.

Sabal Trust first reported a position in KKR in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.14M in Q4 2024. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Sabal Trust held 32,496 shares of KKR & Co worth $3.76M as of Q1 2025.
  • Sabal Trust sold 2,224 KKR & Co shares in Q1 2025, an estimated $306K.
  • KKR & Co made up 0.21% of Sabal Trust's portfolio in Q1 2025, its #79 holding.
  • Sabal Trust first reported a position in KKR & Co in Q2 2023 and has held it in 8 quarters since.
  • Sabal Trust's KKR & Co position peaked at $5.14M in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.