Ballentine Partners’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$744K Sell
5,592
-491
-8% -$65.3K 0.01% 376
2025
Q1
$703K Buy
6,083
+362
+6% +$41.9K 0.01% 354
2024
Q4
$846K Buy
5,721
+70
+1% +$10.4K 0.01% 324
2024
Q3
$738K Buy
5,651
+3,744
+196% +$489K 0.01% 344
2024
Q2
$201K Buy
+1,907
New +$201K ﹤0.01% 697