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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return