WLG
KKR icon

Williamson Legacy Group’s KKR & Co KKR Stock Holding History

Williamson Legacy Group’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
-8,244
Closed -$1.22M – 127
2024
Q4 		$1.22M Buy
8,244
+342
+4% +$50.2K 0.81% 30
2024
Q3 		$1.03M Buy
+7,902
New +$935K 0.69% 34

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

Williamson Legacy Group's KKR Position: Q1 2025 in Review

Williamson Legacy Group sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 8,244 shares — an estimated $1.22M sold.

Williamson Legacy Group first reported a position in KKR in Q3 2024 and held it in 2 quarters. The position peaked at $1.22M in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

  • Williamson Legacy Group reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,244 KKR & Co shares in Q1 2025, an estimated $1.22M.
  • Williamson Legacy Group first reported a position in KKR & Co in Q3 2024 and held it in 2 quarters.
  • Williamson Legacy Group's KKR & Co position peaked at $1.22M in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.