Charles Schwab’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 | $616M | Buy |
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|
2025
Q2 | $509M | Buy |
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|
2025
Q1 | $437M | Buy |
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|
2024
Q4 | $558M | Buy |
|
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|
2024
Q3 | $481M | Buy |
|
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|
2024
Q2 | $382M | Buy |
|
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|
2024
Q1 | $224M | Buy |
|
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|
2023
Q4 | $185M | Buy |
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|
2023
Q3 | $131M | Sell |
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|
2023
Q2 | $122M | Buy |
|
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|
2023
Q1 | $110M | Buy |
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|
2022
Q4 | $95M | Buy |
|
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|
2022
Q3 | $84.5M | Sell |
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|
2022
Q2 | $91.9M | Buy |
|
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|
2022
Q1 | $114M | Buy |
|
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|
2021
Q4 | $142M | Buy |
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|
2021
Q3 | $111M | Buy |
|
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|
2021
Q2 | $91.4M | Buy |
|
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|
2021
Q1 | $71.6M | Buy |
|
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|
2020
Q4 | $47.8M | Buy |
|
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|
2020
Q3 | $39M | Sell |
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|
2020
Q2 | $38M | Buy |
|
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|
2020
Q1 | $26.8M | Buy |
|
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|
2019
Q4 | $32.8M | Buy |
|
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|
2019
Q3 | $29.4M | Sell |
|
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|
2019
Q2 | $27.8M | Buy |
|
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|
2019
Q1 | $24.3M | Buy |
|
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|
2018
Q4 | $19.1M | Buy |
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|
2018
Q3 | $24.4M | Buy |
|