WIM
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Westside Investment Management’s KKR & Co KKR Stock Holding History

Westside Investment 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 		$5.75K Hold
63
– – ﹤0.01% 1232
2025
Q4 		$8.12K Hold
63
– – ﹤0.01% 1138
2025
Q3 		$8.03K Hold
63
– – ﹤0.01% 1162
2025
Q2 		$8.34K Buy
63
+45
+250% +$5.27K ﹤0.01% 1010
2025
Q1 		$2.12K Hold
18
– – ﹤0.01% 891
2024
Q4 		$2.66K Hold
18
– – ﹤0.01% 867
2024
Q3 		$2.15K Hold
18
– – ﹤0.01% 897
2024
Q2 		$1.89K Buy
+18
New +$1.83K ﹤0.01% 895
2019
Q2 		$50 Buy
+2,000
New +$47.9K ﹤0.01% 311
2018
Q4 		$39.3K Buy
+2,000
New +$45.7K 0.01% 317
2017
Q4 		– Sell
-3,300
Closed -$66.7K – 858
2017
Q3 		$66.7K Hold
3,300
– – 0.04% 245
2017
Q2 		$62.2K Hold
3,300
– – 0.04% 245
2017
Q1 		$58.3K Buy
3,300
+500
+18% +$8.88K 0.03% 245
2016
Q4 		$48.3K Buy
+2,800
New +$42.2K 0.03% 188

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VCM
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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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