Cerity Partners’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.6M Buy
2025
Q2
$26.1M Buy
2025
Q1
$21.4M Sell
2024
Q4
$27.4M Sell
2024
Q3
$24.8M Buy
2024
Q2
$19.1M Sell
2024
Q1
$18.4M Sell
2023
Q4
$18.6M Buy
2023
Q3
$13.7M Sell
2023
Q2
$12.8M Buy
2023
Q1
$17.2M Buy
2022
Q4
$376K Buy
2019
Q1
Sell
2018
Q4
$203K Hold
2018
Q3
$282K Buy
2018
Q2
Sell
2018
Q1
$221K Sell
2017
Q4
$239K Hold
2017
Q3
$231K Buy