VHAM
KKR icon

Van Hulzen Asset Management’s KKR & Co KKR Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-4
Closed -$592 – 740
2024
Q4 		$592 Buy
+4
New +$587 ﹤0.01% 1086

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Van Hulzen Asset Management's KKR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 4 shares — an estimated $592 sold.

Van Hulzen Asset Management first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $592 in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4 KKR & Co shares in Q1 2025, an estimated $592.
  • Van Hulzen Asset Management first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's KKR & Co position peaked at $592 in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.