Beese Fulmer Investment Management’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	$368K	Buy	2,767 +300	+12%	+$39.9K	0.03%	215
2025 Q1	$285K	Buy	+2,467	New	+$285K	0.02%	203
2020 Q3	–	Sell	-872	Closed	-$27K	–	379
2020 Q2	$27K	Buy	+872	New	+$27K	﹤0.01%	378