Wellington Management Group
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Wellington Management Group’s KKR & Co KKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16B Buy
23,745,650
+3,766,699
+19% +$501M 0.57% 33
2025
Q1
$2.31B Sell
19,978,951
-1,966,044
-9% -$227M 0.44% 57
2024
Q4
$3.25B Sell
21,944,995
-1,487,832
-6% -$220M 0.59% 31
2024
Q3
$3.06B Buy
23,432,827
+60,147
+0.3% +$7.85M 0.54% 38
2024
Q2
$2.46B Buy
23,372,680
+1,319,439
+6% +$139M 0.44% 48
2024
Q1
$2.22B Buy
22,053,241
+5,846,337
+36% +$588M 0.39% 59
2023
Q4
$1.34B Buy
16,206,904
+11,134,363
+220% +$922M 0.25% 103
2023
Q3
$312M Buy
5,072,541
+3,794,837
+297% +$234M 0.06% 281
2023
Q2
$71.6M Buy
1,277,704
+1,008,309
+374% +$56.5M 0.01% 629
2023
Q1
$14.1M Buy
+269,395
New +$14.1M ﹤0.01% 1013
2022
Q4
Sell
-289,458
Closed -$12.4M 2054
2022
Q3
$12.4M Sell
289,458
-482,110
-62% -$20.7M ﹤0.01% 1044
2022
Q2
$35.7M Sell
771,568
-370,405
-32% -$17.1M 0.01% 776
2022
Q1
$66.8M Buy
1,141,973
+580,042
+103% +$33.9M 0.01% 675
2021
Q4
$41.9M Sell
561,931
-292,801
-34% -$21.8M 0.01% 882
2021
Q3
$52M Buy
854,732
+53,615
+7% +$3.26M 0.01% 806
2021
Q2
$47.5M Buy
801,117
+87,873
+12% +$5.21M 0.01% 838
2021
Q1
$34.8M Sell
713,244
-288,618
-29% -$14.1M 0.01% 916
2020
Q4
$40.6M Buy
1,001,862
+357,697
+56% +$14.5M 0.01% 824
2020
Q3
$22.1M Buy
+644,165
New +$22.1M ﹤0.01% 933
2020
Q1
Sell
-1,105,548
Closed -$32.2M 1987
2019
Q4
$32.2M Buy
1,105,548
+165,157
+18% +$4.82M 0.01% 872
2019
Q3
$25.2M Sell
940,391
-2,028,949
-68% -$54.5M 0.01% 902
2019
Q2
$75M Sell
2,969,340
-1,104,576
-27% -$27.9M 0.02% 643
2019
Q1
$95.7M Buy
4,073,916
+633,453
+18% +$14.9M 0.02% 553
2018
Q4
$67.5M Sell
3,440,463
-5,616
-0.2% -$110K 0.02% 627
2018
Q3
$94M Sell
3,446,079
-1,037,012
-23% -$28.3M 0.02% 599
2018
Q2
$111M Sell
4,483,091
-1,055,882
-19% -$26.2M 0.02% 543
2018
Q1
$112M Buy
5,538,973
+1,065,400
+24% +$21.6M 0.03% 542
2017
Q4
$94.2M Sell
4,473,573
-1,741,812
-28% -$36.7M 0.02% 587
2017
Q3
$126M Buy
6,215,385
+708,983
+13% +$14.4M 0.03% 482
2017
Q2
$102M Sell
5,506,402
-1,442,322
-21% -$26.8M 0.02% 507
2017
Q1
$127M Sell
6,948,724
-2,677,012
-28% -$48.8M 0.03% 427
2016
Q4
$148M Sell
9,625,736
-645,468
-6% -$9.93M 0.04% 391
2016
Q3
$146M Sell
10,271,204
-824,968
-7% -$11.8M 0.04% 381
2016
Q2
$137M Buy
11,096,172
+1,751,448
+19% +$21.6M 0.04% 392
2016
Q1
$137M Buy
9,344,724
+2,618,430
+39% +$38.5M 0.04% 384
2015
Q4
$105M Buy
6,726,294
+6,214,805
+1,215% +$96.9M 0.03% 450
2015
Q3
$8.58M Sell
511,489
-16,120
-3% -$271K ﹤0.01% 1216
2015
Q2
$12.1M Buy
+527,609
New +$12.1M ﹤0.01% 1165
2014
Q4
Sell
-263,400
Closed -$5.87M 2202
2014
Q3
$5.87M Buy
+263,400
New +$5.87M ﹤0.01% 1398
2013
Q3
Sell
-62,200
Closed -$1.22M 2207
2013
Q2
$1.22M Buy
+62,200
New +$1.22M ﹤0.01% 1730