Schneider Downs Wealth Management Advisors’s KKR & Co KKR Stock Holding History

Schneider Downs Wealth Management 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 Q2	–	Sell	-4,500	Closed	-$520K	–	150
2025 Q1	$520K	Hold	4,500	–	–	0.09%	84
2024 Q4	$666K	Hold	4,500	–	–	0.13%	72
2024 Q3	$588K	Hold	4,500	–	–	0.12%	74
2024 Q2	$474K	Hold	4,500	–	–	0.11%	80
2024 Q1	$453K	Hold	4,500	–	–	0.1%	86
2023 Q4	$373K	Hold	4,500	–	–	0.1%	81
2023 Q3	$277K	Hold	4,500	–	–	0.06%	85
2023 Q2	$252K	Hold	4,500	–	–	0.06%	97
2023 Q1	$236K	Hold	4,500	–	–	0.05%	102
2022 Q4	$209K	Buy	+4,500	New	+$219K	0.05%	106
2022 Q1	–	Sell	-5,250	Closed	-$391K	–	156
2021 Q4	$391K	Buy	+5,250	New	+$387K	0.09%	95

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

Schneider Downs Wealth Management Advisors's KKR Position: Q2 2025 in Review

Schneider Downs Wealth Management Advisors sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 4,500 shares — an estimated $520K sold.

Schneider Downs Wealth Management Advisors first reported a position in KKR in Q4 2021 and held it in 11 quarters. The position peaked at $666K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

Schneider Downs Wealth Management Advisors reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 4,500 KKR & Co shares in Q2 2025, an estimated $520K.
Schneider Downs Wealth Management Advisors first reported a position in KKR & Co in Q4 2021 and held it in 11 quarters.
Schneider Downs Wealth Management Advisors's KKR & Co position peaked at $666K in Q4 2024.
1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.