Willner & Heller’s KKR & Co KKR Stock Holding History

Willner & Heller’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
2024 Q4	–	Sell	-1,624	Closed	-$212K	–	158
2024 Q3	$212K	Buy	+1,624	New	+$192K	0.19%	146

Other funds holding KKR

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Willner & Heller's KKR Position: Q4 2024 in Review

Willner & Heller sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 1,624 shares — an estimated $212K sold.

Willner & Heller first reported a position in KKR in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Willner & Heller reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
Willner & Heller sold 1,624 KKR & Co shares in Q4 2024, an estimated $212K.
Willner & Heller first reported a position in KKR & Co in Q3 2024 and held it in 1 quarter.
Willner & Heller's KKR & Co position peaked at $212K in Q3 2024.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Willner & Heller's 13F filing for Q4 2024, filed 16 Jan 2025.