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Stonegate Investment Group’s KKR & Co KKR Stock Holding History

Stonegate Investment 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
Q3 		$6.22M Buy
+47,856
New +$6.79M 0.14% 71
2025
Q1 		– Sell
-1,427
Closed -$211K – 413
2024
Q4 		$211K Buy
+1,427
New +$209K 0.01% 328

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonegate Investment Group's KKR Position: Q3 2025 in Review

Stonegate Investment Group opened a new position in KKR & Co (KKR) in Q3 2025: 47,856 shares worth $6.22M. The stake represents 0.14% of the portfolio and ranks #71 among its holdings. This is a return to the name: Stonegate Investment Group previously reported a position in KKR as recently as Q4 2024.

Stonegate Investment Group first reported a position in KKR in Q4 2024 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Stonegate Investment Group held 47,856 shares of KKR & Co worth $6.22M as of Q3 2025.
  • KKR & Co was a new Stonegate Investment Group position in Q3 2025.
  • KKR & Co made up 0.14% of Stonegate Investment Group's portfolio in Q3 2025, its #71 holding.
  • Stonegate Investment Group first reported a position in KKR & Co in Q4 2024 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.