Badgley Phelps Wealth Managers’s KKR & Co KKR Stock Holding History

Badgley Phelps Wealth Managers’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 Q3	$20.6M	Sell
2025 Q2	$21.4M	Sell
2025 Q1	$19.4M	Buy
2024 Q4	$24.7M	Buy
2024 Q3	$21.4M	Buy
2024 Q2	$17M	Buy
2024 Q1	$16M	Buy
2023 Q4	$11.1M	Buy
2023 Q3	$2.03M	Buy
2023 Q2	$1.75M	Buy