WJWM
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return