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West Oak Capital’s KKR & Co KKR Stock Holding History

West Oak Capital’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
Q2 		– Sell
-625
Closed -$723 – 308
2025
Q1 		$723 Hold
625
– – 0.03% 160
2024
Q4 		$924K Hold
625
– – 0.03% 148
2024
Q3 		$816 Hold
625
– – 0.02% 158
2024
Q2 		$65.8K Buy
625
+500
+400% +$50.9K 0.03% 169
2024
Q1 		$13K Buy
+125
New +$11.5K 0.01% 239

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

West Oak Capital's KKR Position: Q2 2025 in Review

West Oak Capital sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 625 shares — an estimated $723 sold.

West Oak Capital first reported a position in KKR in Q1 2024 and held it in 5 quarters. The position peaked at $924K in Q4 2024. 1,333 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • West Oak Capital reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • West Oak Capital sold 625 KKR & Co shares in Q2 2025, an estimated $723.
  • West Oak Capital first reported a position in KKR & Co in Q1 2024 and held it in 5 quarters.
  • West Oak Capital's KKR & Co position peaked at $924K in Q4 2024.
  • 1,333 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.