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Waratah Capital Advisors’s KKR & Co KKR Stock Holding History

Waratah Capital Advisors’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 		$6.66M Buy
+72,000
New +$7.59M 0.25% 65
2025
Q4 		– Sell
-20,000
Closed -$2.6M – 192
2025
Q3 		$2.6M Buy
+20,000
New +$2.84M 0.05% 140
2025
Q2 		– Sell
-250,000
Closed -$28.9M – 199
2025
Q1 		$28.9M Buy
+250,000
New +$34.4M 0.78% 27

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 $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

Waratah Capital Advisors's KKR Position: Q4 2025 in Review

Waratah Capital Advisors sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 20,000 shares — an estimated $2.6M sold.

Waratah Capital Advisors first reported a position in KKR in Q2 2017 and held it in 9 quarters. The position peaked at $16M in Q2 2024. 1,401 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

  • Waratah Capital Advisors reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 20,000 KKR & Co shares in Q4 2025, an estimated $2.6M.
  • Waratah Capital Advisors first reported a position in KKR & Co in Q2 2017 and held it in 9 quarters.
  • Waratah Capital Advisors's KKR & Co position peaked at $16M in Q2 2024.
  • 1,401 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Waratah Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.