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West Family Investments’s KKR & Co KKR Stock Holding History

West Family Investments’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
Q1 		– Sell
-1,396
Closed -$206K – 301
2024
Q4 		$206K Buy
+1,396
New +$205K 0.07% 263

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Family Investments's KKR Position: Q1 2025 in Review

West Family Investments sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 1,396 shares — an estimated $206K sold.

West Family Investments first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 1,290 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • West Family Investments reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • West Family Investments sold 1,396 KKR & Co shares in Q1 2025, an estimated $206K.
  • West Family Investments first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
  • West Family Investments's KKR & Co position peaked at $206K in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on West Family Investments's 13F filing for Q1 2025, filed 2 May 2025.