WMS Partners’s KKR & Co KKR Stock Holding History

WMS Partners’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	-47,465	Closed	-$7.02M	–	152
2024 Q4	$7.02M	Sell	47,465 -3	-0%	-$440	0.39%	34
2024 Q3	$6.2M	Buy	+47,468	New	+$5.62M	0.35%	38

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WMS Partners's KKR Position: Q1 2025 in Review

WMS Partners sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 47,465 shares — an estimated $7.02M sold.

WMS Partners first reported a position in KKR in Q3 2024 and held it in 2 quarters. The position peaked at $7.02M in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

WMS Partners reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 47,465 KKR & Co shares in Q1 2025, an estimated $7.02M.
WMS Partners first reported a position in KKR & Co in Q3 2024 and held it in 2 quarters.
WMS Partners's KKR & Co position peaked at $7.02M in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.