Carolinas Wealth Consulting’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
Sell
-4,991
Closed -$577K 514
2025
Q1
$577K Buy
4,991
+21
+0.4% +$2.43K 0.12% 90
2024
Q4
$735K Sell
4,970
-351
-7% -$51.9K 0.14% 82
2024
Q3
$695K Buy
5,321
+414
+8% +$54.1K 0.13% 88
2024
Q2
$516K Sell
4,907
-32
-0.6% -$3.37K 0.1% 103
2024
Q1
$497K Buy
4,939
+4,117
+501% +$414K 0.1% 98
2023
Q4
$68.1K Buy
822
+557
+210% +$46.2K 0.01% 293
2023
Q3
$14.7K Sell
265
-10
-4% -$555 ﹤0.01% 469
2023
Q2
$15.4K Sell
275
-332
-55% -$18.6K ﹤0.01% 523
2023
Q1
$31.9K Hold
607
0.01% 422
2022
Q4
$28.2K Buy
607
+1
+0.2% +$46 0.01% 435
2022
Q3
$26K Buy
606
+1
+0.2% +$43 0.01% 409
2022
Q2
$28K Buy
605
+59
+11% +$2.73K 0.01% 407
2022
Q1
$32K Buy
546
+1
+0.2% +$59 0.01% 417
2021
Q4
$41K Buy
545
+137
+34% +$10.3K 0.01% 390
2021
Q3
$25K Sell
408
-2,264
-85% -$139K 0.01% 436
2021
Q2
$158K Hold
2,672
0.03% 196
2021
Q1
$131K Hold
2,672
0.03% 223
2020
Q4
$108K Buy
2,672
+696
+35% +$28.1K 0.03% 222
2020
Q3
$68K Buy
+1,976
New +$68K 0.02% 236