Windsor Advisory Group’s KKR & Co KKR Stock Holding History

Windsor Advisory 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
2024 Q4	–	Sell	-2,000	Closed	-$261K	–	94
2024 Q3	$261K	Buy	+2,000	New	+$237K	0.29%	48

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

Windsor Advisory Group's KKR Position: Q4 2024 in Review

Windsor Advisory Group sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 2,000 shares — an estimated $261K sold.

Windsor Advisory Group first reported a position in KKR in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Windsor Advisory Group reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
Windsor Advisory Group sold 2,000 KKR & Co shares in Q4 2024, an estimated $261K.
Windsor Advisory Group first reported a position in KKR & Co in Q3 2024 and held it in 1 quarter.
Windsor Advisory Group's KKR & Co position peaked at $261K in Q3 2024.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Windsor Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.