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Strategy Asset Managers’s KKR & Co KKR Stock Holding History

Strategy Asset Managers’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 		– Sell
-5,401
Closed -$718K – 265
2025
Q2 		$718K Sell
5,401
-1,524
-22% -$178K 0.13% 117
2025
Q1 		$801K Sell
6,925
-43
-0.6% -$5.92K 0.17% 100
2024
Q4 		$1.03M Buy
6,968
+1,412
+25% +$207K 0.2% 88
2024
Q3 		$726K Buy
+5,556
New +$657K 0.14% 117
2016
Q4 		– Sell
-10,322
Closed -$147K – 142
2016
Q3 		$147K Sell
10,322
-498
-5% -$7.06K 0.03% 125
2016
Q2 		$134K Sell
10,820
-736
-6% -$9.85K 0.03% 130
2016
Q1 		$170K Sell
11,556
-2,888
-20% -$39.3K 0.04% 136
2015
Q4 		$225K Sell
14,444
-1,556
-10% -$26.6K 0.05% 128
2015
Q3 		$268K Buy
16,000
+329
+2% +$6.99K 0.06% 121
2015
Q2 		$358K Buy
15,671
+287
+2% +$6.59K 0.08% 111
2015
Q1 		$351K Buy
15,384
+1,062
+7% +$25.1K 0.08% 111
2014
Q4 		$332K Buy
14,322
+1,607
+13% +$35.2K 0.07% 117
2014
Q3 		$284K Buy
12,715
+5
+0% +$117 0.06% 123
2014
Q2 		$309K Sell
12,710
-71
-0.6% -$1.65K 0.07% 112
2014
Q1 		$292K Buy
12,781
+1,070
+9% +$25.9K 0.06% 115
2013
Q4 		$285K Buy
11,711
+845
+8% +$19.4K 0.06% 115
2013
Q3 		$224K Buy
10,866
+729
+7% +$14.6K 0.05% 125
2013
Q2 		$199K Buy
+10,137
New +$201K 0.05% 131

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategy Asset Managers's KKR Position: Q3 2025 in Review

Strategy Asset Managers sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 5,401 shares — an estimated $718K sold.

Strategy Asset Managers first reported a position in KKR in Q2 2013 and held it in 18 quarters. The position peaked at $1.03M in Q4 2024. 1,380 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Strategy Asset Managers reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Strategy Asset Managers sold 5,401 KKR & Co shares in Q3 2025, an estimated $718K.
  • Strategy Asset Managers first reported a position in KKR & Co in Q2 2013 and held it in 18 quarters.
  • Strategy Asset Managers's KKR & Co position peaked at $1.03M in Q4 2024.
  • 1,380 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Strategy Asset Managers's 13F filing for Q3 2025, filed 4 Nov 2025.