Caldwell 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 | $26.6M | Hold |
200,000
| – | – | 23.02% | 2 |
|
|
2025
Q1 | $22.8M | Sell |
200,000
-12,400
| -6% | -$1.42M | 16.93% | 2 |
|
|
2024
Q4 | $31.5M | Buy |
212,400
+5,900
| +3% | +$874K | 21.22% | 1 |
|
|
2024
Q3 | $27.3M | Buy |
206,500
+6,500
| +3% | +$858K | 19.12% | 1 |
|
|
2024
Q2 | $21M | Hold |
200,000
| – | – | 15.82% | 1 |
|
|
2024
Q1 | $20.1M | Hold |
200,000
| – | – | 14.95% | 2 |
|
|
2023
Q4 | $16.6M | Hold |
200,000
| – | – | 12.76% | 2 |
|
|
2023
Q3 | $12.2M | Hold |
200,000
| – | – | 11.9% | 2 |
|
|
2023
Q2 | $11.2M | Hold |
200,000
| – | – | 8.46% | 3 |
|
|
2023
Q1 | $10.5M | Hold |
200,000
| – | – | 10.41% | 2 |
|
|
2022
Q4 | $9.3M | Hold |
200,000
| – | – | 9.82% | 4 |
|
|
2022
Q3 | $8.67M | Hold |
200,000
| – | – | 10.55% | 4 |
|
|
2022
Q2 | $9.26M | Hold |
200,000
| – | – | 9.3% | 5 |
|
|
2022
Q1 | $11.8M | Hold |
200,000
| – | – | 9.37% | 5 |
|
|
2021
Q4 | $15.1M | Buy |
+200,000
| New | +$15.1M | 11.76% | 3 |
|