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Whalen Wealth Management’s KKR & Co KKR Stock Holding History

Whalen Wealth 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
2025
Q1 		– Sell
-4,510
Closed -$667K – 155
2024
Q4 		$667K Buy
+4,510
New +$662K 0.46% 45

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
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

Whalen Wealth Management's KKR Position: Q1 2025 in Review

Whalen Wealth Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 4,510 shares — an estimated $667K sold.

Whalen Wealth Management first reported a position in KKR in Q4 2024 and held it in 1 quarter. The position peaked at $667K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Whalen Wealth Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,510 KKR & Co shares in Q1 2025, an estimated $667K.
  • Whalen Wealth Management first reported a position in KKR & Co in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's KKR & Co position peaked at $667K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.