Chevy Chase Trust
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Chevy Chase Trust’s KKR & Co KKR Stock Holding History

Chevy Chase Trust’s Portfolio KKR Stock Details KKR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$45.8M Sell
2025
Q2 		$47.9M Buy
2025
Q1 		$41.2M Sell
2024
Q4 		$52.8M Sell
2024
Q3 		$47.5M Sell
2024
Q2 		$38.5M Buy
2024
Q1 		$252K Buy
2020
Q1 		– Sell
2019
Q4 		$5K Buy