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Schechter Investment Advisors’s KKR & Co KKR Stock Holding History

Schechter Investment 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
-1,966
Closed -$291K – 666
2024
Q4 		$291K Buy
1,966
+184
+10% +$27K 0.02% 498
2024
Q3 		$233K Buy
+1,782
New +$211K 0.02% 554

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

Schechter Investment Advisors's KKR Position: Q1 2025 in Review

Schechter Investment Advisors sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,966 shares — an estimated $291K sold.

Schechter Investment Advisors first reported a position in KKR in Q3 2024 and held it in 2 quarters. The position peaked at $291K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Schechter Investment Advisors reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,966 KKR & Co shares in Q1 2025, an estimated $291K.
  • Schechter Investment Advisors first reported a position in KKR & Co in Q3 2024 and held it in 2 quarters.
  • Schechter Investment Advisors's KKR & Co position peaked at $291K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.