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Weiss Asset Management’s KKR & Co KKR Stock Holding History

Weiss 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
2026
Q1 		$27M Buy
+291,505
New +$30.7M 0.5% 41
2025
Q2 		– Sell
-3,205
Closed -$371K – 482
2025
Q1 		$371K Sell
3,205
-3,779
-54% -$520K 0.01% 248
2024
Q4 		$1.03M Buy
+6,984
New +$1.02M 0.02% 365
2024
Q2 		– Sell
-18,876
Closed -$1.9M – 364
2024
Q1 		$1.9M Buy
+18,876
New +$1.74M 0.09% 169
2021
Q3 		– Sell
-110,276
Closed -$6.53M – 573
2021
Q2 		$6.53M Sell
110,276
-255,223
-70% -$14.2M 0.18% 179
2021
Q1 		$17.9M Sell
365,499
-277,801
-43% -$12.4M 0.53% 49
2020
Q4 		$26M Buy
643,300
+404,300
+169% +$15.3M 1.31% 25
2020
Q3 		$8.21M Buy
+239,000
New +$8.36M 0.37% 72

Other funds holding KKR

BlackRock
BlackRock New York $5.7T 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