Whitebox Advisors’s KKR & Co KKR Stock Holding History

Whitebox Advisors’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	–	Sell	-200,000	Closed	-$25.5M	–	586
2025 Q4	$25.5M	Hold	200,000	–	–	0.36%	56
2025 Q3	$26M	Buy	+200,000	New	+$28.4M	0.4%	50
2025 Q2	–	Sell	-200,000	Closed	-$23.1M	–	391
2025 Q1	$23.1M	Sell	200,000 -250,000	-56%	-$34.4M	0.6%	47
2024 Q4	$66.6M	Sell	450,000 -350,000	-44%	-$51.4M	1.92%	12
2024 Q3	$104M	Buy	800,000 +600,000	+300%	+$71M	2.85%	7
2024 Q2	$21M	Buy	+200,000	New	+$20.4M	0.6%	48

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whitebox Advisors's KKR Position: Q3 2025 in Review

Whitebox Advisors sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 10,000 shares — an estimated $1.42M sold.

Whitebox Advisors first reported a position in KKR in Q2 2013 and held it in 10 quarters. The position peaked at $5.78M in Q1 2025. 1,376 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

Whitebox Advisors reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
Whitebox Advisors sold 10,000 KKR & Co shares in Q3 2025, an estimated $1.42M.
Whitebox Advisors first reported a position in KKR & Co in Q2 2013 and held it in 10 quarters.
Whitebox Advisors's KKR & Co position peaked at $5.78M in Q1 2025.
1,376 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Whitebox Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.