Cassaday & Co Wealth 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	$571K	Buy	+4,289	New	+$571K	0.01%	198
2025 Q1	–	Sell	-1,718	Closed	-$254K	–	331
2024 Q4	$254K	Buy	1,718 +3	+0.2%	+$444	0.01%	278
2024 Q3	$224K	Buy	+1,715	New	+$224K	0.01%	284