Symmetry Peak Management’s KKR & Co KKR Stock Holding History

Symmetry Peak 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
2026 Q2	$321K	Buy	3,500 +1,000	+40%	+$97K	0.09%	61
2026 Q1	$231K	Buy	+2,500	New	+$264K	0.06%	77
2025 Q3	–	Sell	-2,500	Closed	-$333K	–	144
2025 Q2	$333K	Buy	+2,500	New	+$293K	0.16%	69
2024 Q4	–	Sell	-2,500	Closed	-$326K	–	58
2024 Q3	$326K	Buy	+2,500	New	+$296K	0.15%	46
2023 Q2	–	Sell	-5,000	Closed	-$263K	–	141
2023 Q1	$263K	Buy	+5,000	New	+$268K	0.06%	89
2022 Q4	–	Sell	-5,000	Closed	-$215K	–	141
2022 Q3	$215K	Buy	+5,000	New	+$253K	0.25%	44
2016 Q1	–	Sell	-200,000	Closed	-$3.12M	–	135
2015 Q4	$3.12M	Buy	+200,000	New	+$3.42M	0.38%	38
2014 Q4	–	Sell	-23,100	Closed	-$515K	–	145
2014 Q3	$515K	Buy	+23,100	New	+$542K	0.07%	75

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM