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Shell Asset Management’s KKR & Co KKR Stock Holding History

Shell Asset 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
2025
Q1 		– Sell
-6,330
Closed -$936K – 1269
2024
Q4 		$936K Buy
6,330
+3,570
+129% +$524K 0.04% 329
2024
Q3 		$360K Buy
+2,760
New +$327K 0.02% 606
2023
Q3 		– Sell
-69,411
Closed -$3.89M – 1266
2023
Q2 		$3.89M Sell
69,411
-917
-1% -$48K 0.15% 141
2023
Q1 		$3.69M Buy
+70,328
New +$3.77M 0.15% 145
2022
Q3 		– Sell
-104,441
Closed -$4.83M – 1397
2022
Q2 		$4.83M Sell
104,441
-7,191
-6% -$377K 0.14% 158
2022
Q1 		$6.53M Sell
111,632
-16,947
-13% -$1.07M 0.15% 142
2021
Q4 		$9.58M Sell
128,579
-7,452
-5% -$550K 0.2% 107
2021
Q3 		$8.28M Buy
136,031
+26,485
+24% +$1.66M 0.19% 124
2021
Q2 		$6.49M Buy
109,546
+70,075
+178% +$3.89M 0.13% 179
2021
Q1 		$1.93M Buy
39,471
+35,280
+842% +$1.58M 0.04% 363
2020
Q4 		$170K Buy
4,191
+1,008
+32% +$38.1K ﹤0.01% 1163
2020
Q3 		$109K Hold
3,183
– – ﹤0.01% 1157
2020
Q2 		$98K Sell
3,183
-13,047
-80% -$351K ﹤0.01% 1151
2020
Q1 		$381K Buy
16,230
+300
+2% +$8.62K 0.01% 771
2019
Q4 		$465K Sell
15,930
-8,699
-35% -$248K 0.01% 917
2019
Q3 		$661K Hold
24,629
– – 0.02% 740
2019
Q2 		$622K Hold
24,629
– – 0.01% 814
2019
Q1 		$579K Buy
+24,629
New +$561K 0.01% 845

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

Shell Asset Management's KKR Position: Q1 2025 in Review

Shell Asset Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 6,330 shares — an estimated $936K sold.

Shell Asset Management first reported a position in KKR in Q1 2019 and held it in 18 quarters. The position peaked at $9.58M in Q4 2021. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Shell Asset Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Shell Asset Management sold 6,330 KKR & Co shares in Q1 2025, an estimated $936K.
  • Shell Asset Management first reported a position in KKR & Co in Q1 2019 and held it in 18 quarters.
  • Shell Asset Management's KKR & Co position peaked at $9.58M in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Shell Asset Management's 13F filing for Q1 2025, filed 14 May 2025.