WF
KKR icon

Welch & Forbes’s KKR & Co KKR Stock Holding History

Welch & Forbes’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 		$535K Hold
5,781
– – 0.01% 267
2025
Q4 		$737K Hold
5,781
– – 0.01% 248
2025
Q3 		$751K Hold
5,781
– – 0.01% 249
2025
Q2 		$769K Sell
5,781
-61
-1% -$7.14K 0.01% 244
2025
Q1 		$675K Sell
5,842
-447
-7% -$61.5K 0.01% 252
2024
Q4 		$930K Buy
6,289
+39
+0.6% +$5.72K 0.01% 232
2024
Q3 		$816K Hold
6,250
– – 0.01% 244
2024
Q2 		$660K Sell
6,250
-25
-0.4% -$2.54K 0.01% 256
2024
Q1 		$631K Sell
6,275
-275
-4% -$25.3K 0.01% 264
2023
Q4 		$543K Hold
6,550
– – 0.01% 273
2023
Q3 		$403K Hold
6,550
– – 0.01% 302
2023
Q2 		$367K Hold
6,550
– – 0.01% 309
2023
Q1 		$344K Sell
6,550
-3,214
-33% -$172K 0.01% 313
2022
Q4 		$453K Hold
9,764
– – 0.01% 294
2022
Q3 		$420K Sell
9,764
-6,131
-39% -$310K 0.01% 292
2022
Q2 		$736K Hold
15,895
– – 0.01% 254
2022
Q1 		$929K Hold
15,895
– – 0.01% 237
2021
Q4 		$1.18M Sell
15,895
-4,105
-21% -$303K 0.02% 220
2021
Q3 		$1.22M Hold
20,000
– – 0.02% 213
2021
Q2 		$1.19M Buy
+20,000
New +$1.11M 0.02% 213

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