Zacks Investment Management’s KKR & Co KKR Stock Holding History

Zacks Investment 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 Q1	–	Sell	-20,519	Closed	-$3.04M	–	707
2024 Q4	$3.04M	Buy	20,519 +957	+5%	+$140K	0.03%	286
2024 Q3	$2.55M	Sell	19,562 -306	-2%	-$36.2K	0.02%	301
2024 Q2	$2.09M	Buy	19,868 +541	+3%	+$55.1K	0.02%	281
2024 Q1	$1.94M	Buy	+19,327	New	+$1.78M	0.02%	316
2022 Q3	–	Sell	-39,620	Closed	-$1.83M	–	615
2022 Q2	$1.83M	Sell	39,620 -837	-2%	-$43.9K	0.03%	267
2022 Q1	$2.37M	Buy	40,457 +1,180	+3%	+$74.3K	0.03%	266
2021 Q4	$2.93M	Buy	39,277 +1,122	+3%	+$82.8K	0.04%	253
2021 Q3	$2.32M	Buy	38,155 +1,752	+5%	+$110K	0.04%	272
2021 Q2	$2.16M	Buy	+36,403	New	+$2.02M	0.03%	285

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

Zacks Investment Management's KKR Position: Q1 2025 in Review

Zacks Investment Management sold out of KKR & Co (KKR) in Q1 2025, closing a stake of 20,519 shares — an estimated $3.04M sold.

Zacks Investment Management first reported a position in KKR in Q2 2021 and held it in 9 quarters. The position peaked at $3.04M in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Zacks Investment Management reported no remaining KKR & Co position as of Q1 2025 after selling out during the quarter.
Zacks Investment Management sold 20,519 KKR & Co shares in Q1 2025, an estimated $3.04M.
Zacks Investment Management first reported a position in KKR & Co in Q2 2021 and held it in 9 quarters.
Zacks Investment Management's KKR & Co position peaked at $3.04M in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.