CCP
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Carmel Capital Partners’s KKR & Co KKR Stock Holding History

Carmel Capital Partners’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 		– Sell
-1,983
Closed -$264K – 134
2025
Q2 		$264K Buy
1,983
+216
+12% +$25.3K 0.09% 123
2025
Q1 		$204K Hold
1,767
– – 0.08% 144
2024
Q4 		$261K Sell
1,767
-52
-3% -$7.63K 0.11% 126
2024
Q3 		$238K Buy
+1,819
New +$215K 0.09% 148
2023
Q4 		– Sell
-2,436
Closed -$150K – 438
2023
Q3 		$150K Buy
2,436
+512
+27% +$31.1K 0.07% 168
2023
Q2 		$108K Hold
1,924
– – 0.06% 163
2023
Q1 		$101K Buy
+1,924
New +$103K 0.06% 186

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