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

Shikiar 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 Q4	–	Sell	-26,376	Closed	-$3.43M	–	102
2025 Q3	$3.43M	Buy	26,376 +469	+2%	+$66.6K	0.86%	34
2025 Q2	$3.45M	Buy	+25,907	New	+$3.03M	0.96%	32
2015 Q2	–	Sell	-42,340	Closed	-$966K	–	103
2015 Q1	$966K	Sell	42,340 -2,015	-5%	-$47.6K	0.42%	46
2014 Q4	$1.03M	Sell	44,355 -43,323	-49%	-$949K	0.48%	48
2014 Q3	$1.96M	Sell	87,678 -182,142	-68%	-$4.27M	0.83%	38
2014 Q2	$6.57M	Buy	+269,820	New	+$6.28M	2.71%	9

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shikiar Asset Management's KKR Position: Q4 2025 in Review

Shikiar Asset Management sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 26,376 shares — an estimated $3.43M sold.

Shikiar Asset Management first reported a position in KKR in Q2 2014 and held it in 6 quarters. The position peaked at $6.57M in Q2 2014. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Shikiar Asset Management reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Shikiar Asset Management sold 26,376 KKR & Co shares in Q4 2025, an estimated $3.43M.
Shikiar Asset Management first reported a position in KKR & Co in Q2 2014 and held it in 6 quarters.
Shikiar Asset Management's KKR & Co position peaked at $6.57M in Q2 2014.
1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Shikiar Asset Management's 13F filing for Q4 2025, filed 22 Jan 2026.