Zions Bancorporation’s KKR & Co KKR Stock Holding History

Zions Bancorporation’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	$1.36M	Buy	9,195 +1,618	+21%	+$237K	0.09%	194
2024 Q3	$989K	Buy	7,577 +1,938	+34%	+$229K	0.07%	200
2024 Q2	$593K	Buy	5,639 +2,542	+82%	+$259K	0.05%	225
2024 Q1	$311K	Sell	3,097 -33	-1%	-$3.04K	0.02%	293
2023 Q4	$259K	Buy	3,130 +3,117	+23,977%	+$211K	0.02%	297
2023 Q3	$801	Hold	13	–	–	﹤0.01%	857
2023 Q2	$728	Hold	13	–	–	﹤0.01%	857
2023 Q1	$683	Sell	13 -1,481	-99%	-$79.5K	﹤0.01%	870
2022 Q4	$69.4K	Buy	+1,494	New	+$72.8K	0.01%	402
2021 Q4	–	Sell	-1,000	Closed	-$61K	–	1031
2021 Q3	$61K	Buy	+1,000	New	+$62.8K	0.01%	432
2020 Q3	–	Sell	-53	Closed	-$2K	–	1039
2020 Q2	$2K	Buy	+53	New	+$1.42K	﹤0.01%	845

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

Zions Bancorporation's KKR Position: Q4 2024 in Review

Zions Bancorporation increased its KKR & Co (KKR) stake by 21% in Q4 2024, buying an estimated $237K and bringing the position to 9,195 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #194.

Zions Bancorporation first reported a position in KKR in Q2 2020 and has held it in 11 quarters since. 1,329 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Zions Bancorporation held 9,195 shares of KKR & Co worth $1.36M as of Q4 2024.
Zions Bancorporation bought 1,618 KKR & Co shares in Q4 2024, an estimated $237K.
KKR & Co made up 0.09% of Zions Bancorporation's portfolio in Q4 2024, its #194 holding.
Zions Bancorporation first reported a position in KKR & Co in Q2 2020 and has held it in 11 quarters since.
1,329 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.