WCM
KKR icon

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

Wallace 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
2025
Q3 		– Sell
-1,513
Closed -$201K – 78
2025
Q2 		$201K Buy
+1,513
New +$177K 0.03% 69
2025
Q1 		– Sell
-1,513
Closed -$224K – 85
2024
Q4 		$224K Buy
+1,513
New +$222K 0.03% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wallace Capital Management's KKR Position: Q3 2025 in Review

Wallace Capital Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,513 shares — an estimated $201K sold.

Wallace Capital Management first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 1,377 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

  • Wallace Capital Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
  • Wallace Capital Management sold 1,513 KKR & Co shares in Q3 2025, an estimated $201K.
  • Wallace Capital Management first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
  • Wallace Capital Management's KKR & Co position peaked at $224K in Q4 2024.
  • 1,377 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Wallace Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.