Smart Money Group’s KKR & Co KKR Stock Holding History

Smart Money Group’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	-1,367	Closed	-$202K	–	88
2024 Q4	$202K	Buy	+1,367	New	+$201K	0.07%	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smart Money Group's KKR Position: Q1 2025 in Review

Smart Money Group sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,367 shares — an estimated $202K sold.

Smart Money Group first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Smart Money Group reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Smart Money Group sold 1,367 KKR & Co shares in Q1 2025, an estimated $202K.
Smart Money Group first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
Smart Money Group's KKR & Co position peaked at $202K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.