Baird Financial Group’s KKR Income Opportunities Fund KIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$915K	Sell	83,144 -7,094	-8%	-$80.9K	﹤0.01%	1280
2025 Q4	$1.05M	Buy	90,238 +41,902	+87%	+$496K	﹤0.01%	1234
2025 Q3	$609K	Buy	48,336 +7,100	+17%	+$89.5K	﹤0.01%	1404
2025 Q2	$518K	Buy	41,236 +4,450	+12%	+$53.3K	﹤0.01%	1406
2025 Q1	$452K	Buy	+36,786	New	+$468K	﹤0.01%	1425
2020 Q2	–	Sell	-67,261	Closed	-$717K	–	1546
2020 Q1	$717K	Sell	67,261 -232	-0.3%	-$3.38K	﹤0.01%	968
2019 Q4	$1.06M	Buy	67,493 +1,652	+3%	+$25.5K	﹤0.01%	952
2019 Q3	$1.03M	Buy	65,841 +2,814	+4%	+$43.8K	﹤0.01%	966
2019 Q2	$992K	Buy	63,027 +3,590	+6%	+$56.5K	﹤0.01%	986
2019 Q1	$920K	Buy	59,437 +1,815	+3%	+$27.8K	0.01%	881
2018 Q4	$821K	Sell	57,622 -1,260	-2%	-$19.4K	0.01%	851
2018 Q3	$972K	Buy	58,882 +26,376	+81%	+$441K	0.01%	862
2018 Q2	$538K	Buy	+32,506	New	+$524K	﹤0.01%	989