Williams Jones Wealth Management’s KKR & Co KKR Stock Holding History

Williams Jones 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 Q3	–	Sell	-1,600	Closed	-$213K	–	525
2025 Q2	$213K	Buy	+1,600	New	+$187K	﹤0.01%	466
2022 Q4	–	Sell	-4,825	Closed	-$207K	–	580
2022 Q3	$207K	Sell	4,825 -424	-8%	-$21.4K	﹤0.01%	506
2022 Q2	$243K	Hold	5,249	–	–	﹤0.01%	494
2022 Q1	$307K	Sell	5,249 -1	-0%	-$63	﹤0.01%	414
2021 Q4	$391K	Buy	5,250 +6	+0.1%	+$443	﹤0.01%	360
2021 Q3	$319K	Buy	5,244 +9	+0.2%	+$565	﹤0.01%	388
2021 Q2	$310K	Buy	5,235 +446	+9%	+$24.8K	﹤0.01%	399
2021 Q1	$234K	Buy	+4,789	New	+$214K	﹤0.01%	432

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Williams Jones Wealth Management's KKR Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 1,600 shares — an estimated $213K sold.

Williams Jones Wealth Management first reported a position in KKR in Q1 2021 and held it in 8 quarters. The position peaked at $391K in Q4 2021. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

Williams Jones Wealth Management reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 1,600 KKR & Co shares in Q3 2025, an estimated $213K.
Williams Jones Wealth Management first reported a position in KKR & Co in Q1 2021 and held it in 8 quarters.
Williams Jones Wealth Management's KKR & Co position peaked at $391K in Q4 2021.
1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.