Tradewinds Capital Management’s KKR & Co KKR Stock Holding History

Tradewinds Capital 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	$2.77K	Hold	30	–	–	﹤0.01%	524
2025 Q4	$3.83K	Hold	30	–	–	﹤0.01%	472
2025 Q3	$3.9K	Buy	+30	New	+$4.26K	﹤0.01%	457
2022 Q2	–	Sell	-500	Closed	-$29K	–	624
2022 Q1	$29K	Hold	500	–	–	﹤0.01%	320
2021 Q4	$37K	Hold	500	–	–	0.01%	293
2021 Q3	$30K	Hold	500	–	–	0.01%	314
2021 Q2	$30K	Hold	500	–	–	0.01%	322
2021 Q1	$24K	Hold	500	–	–	﹤0.01%	325
2020 Q4	$20K	Hold	500	–	–	﹤0.01%	326
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	324
2020 Q2	$15K	Hold	500	–	–	﹤0.01%	328
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	324
2019 Q4	$15K	Buy	+500	New	+$14.2K	﹤0.01%	344
2017 Q4	–	Sell	-1,300	Closed	-$26K	–	723
2017 Q3	$26K	Hold	1,300	–	–	0.01%	267
2017 Q2	$24K	Hold	1,300	–	–	0.01%	268
2017 Q1	$24K	Hold	1,300	–	–	0.02%	272
2016 Q4	$20K	Hold	1,300	–	–	0.01%	292
2016 Q3	$19K	Hold	1,300	–	–	0.01%	305
2016 Q2	$16K	Hold	1,300	–	–	0.01%	320
2016 Q1	$19K	Buy	+1,300	New	+$17.7K	0.01%	320

Other funds holding KKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return