Creative Planning’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 | $11M | Buy |
82,878
+3,410
| +4% | +$454K | 0.01% | 490 |
|
|
2025
Q1 | $9.19M | Buy |
79,468
+2,361
| +3% | +$273K | 0.01% | 513 |
|
|
2024
Q4 | $11.4M | Buy |
77,107
+7,980
| +12% | +$1.18M | 0.01% | 407 |
|
|
2024
Q3 | $9.03M | Buy |
69,127
+8,964
| +15% | +$1.17M | 0.01% | 468 |
|
|
2024
Q2 | $6.33M | Buy |
60,163
+7,505
| +14% | +$790K | 0.01% | 544 |
|
|
2024
Q1 | $5.3M | Buy |
52,658
+11,347
| +27% | +$1.14M | 0.01% | 583 |
|
|
2023
Q4 | $3.42M | Buy |
41,311
+5,392
| +15% | +$447K | 0.01% | 687 |
|
|
2023
Q3 | $2.21M | Buy |
35,919
+4,033
| +13% | +$248K | ﹤0.01% | 814 |
|
|
2023
Q2 | $1.79M | Buy |
31,886
+4,954
| +18% | +$277K | ﹤0.01% | 872 |
|
|
2023
Q1 | $1.41M | Sell |
26,932
-2,666
| -9% | -$140K | ﹤0.01% | 915 |
|
|
2022
Q4 | $1.37M | Sell |
29,598
-1,875
| -6% | -$87K | ﹤0.01% | 887 |
|
|
2022
Q3 | $1.35M | Buy |
31,473
+1,005
| +3% | +$43.2K | ﹤0.01% | 829 |
|
|
2022
Q2 | $1.41M | Sell |
30,468
-6,549
| -18% | -$303K | ﹤0.01% | 829 |
|
|
2022
Q1 | $2.16M | Buy |
37,017
+4,333
| +13% | +$253K | ﹤0.01% | 691 |
|
|
2021
Q4 | $2.44M | Sell |
32,684
-2,221
| -6% | -$165K | ﹤0.01% | 630 |
|
|
2021
Q3 | $2.13M | Buy |
34,905
+1,227
| +4% | +$74.7K | ﹤0.01% | 671 |
|
|
2021
Q2 | $2M | Buy |
33,678
+5,497
| +20% | +$326K | ﹤0.01% | 685 |
|
|
2021
Q1 | $1.38M | Sell |
28,181
-10,422
| -27% | -$509K | ﹤0.01% | 871 |
|
|
2020
Q4 | $1.56M | Sell |
38,603
-3,787
| -9% | -$153K | ﹤0.01% | 752 |
|
|
2020
Q3 | $1.46M | Buy |
42,390
+1,022
| +2% | +$35.1K | ﹤0.01% | 671 |
|
|
2020
Q2 | $1.28M | Buy |
41,368
+1,301
| +3% | +$40.2K | ﹤0.01% | 641 |
|
|
2020
Q1 | $940K | Buy |
40,067
+2,047
| +5% | +$48K | ﹤0.01% | 671 |
|
|
2019
Q4 | $1.11M | Sell |
38,020
-2,529
| -6% | -$73.8K | ﹤0.01% | 737 |
|
|
2019
Q3 | $1.09M | Sell |
40,549
-4,947
| -11% | -$133K | ﹤0.01% | 713 |
|
|
2019
Q2 | $1.15M | Sell |
45,496
-628
| -1% | -$15.9K | ﹤0.01% | 706 |
|
|
2019
Q1 | $1.08M | Sell |
46,124
-649
| -1% | -$15.2K | ﹤0.01% | 703 |
|
|
2018
Q4 | $918K | Sell |
46,773
-6,718
| -13% | -$132K | ﹤0.01% | 701 |
|
|
2018
Q3 | $1.46M | Sell |
53,491
-11,979
| -18% | -$327K | 0.01% | 586 |
|
|
2018
Q2 | $1.63M | Sell |
65,470
-14
| -0% | -$348 | 0.01% | 525 |
|
|
2018
Q1 | $1.33M | Buy |
65,484
+10,995
| +20% | +$223K | 0.01% | 584 |
|
|
2017
Q4 | $1.15M | Sell |
54,489
-10,466
| -16% | -$221K | ﹤0.01% | 652 |
|
|
2017
Q3 | $1.32M | Buy |
64,955
+18,434
| +40% | +$375K | 0.01% | 592 |
|
|
2017
Q2 | $865K | Sell |
46,521
-64,621
| -58% | -$1.2M | ﹤0.01% | 749 |
|
|
2017
Q1 | $2.03M | Sell |
111,142
-7,888
| -7% | -$144K | 0.01% | 423 |
|
|
2016
Q4 | $1.83M | Buy |
119,030
+62,812
| +112% | +$967K | 0.01% | 428 |
|
|
2016
Q3 | $802K | Buy |
56,218
+4,921
| +10% | +$70.2K | 0.01% | 683 |
|
|
2016
Q2 | $633K | Sell |
51,297
-18,607
| -27% | -$230K | ﹤0.01% | 678 |
|
|
2016
Q1 | $1.03M | Buy |
69,904
+18,656
| +36% | +$274K | 0.01% | 496 |
|
|
2015
Q4 | $799K | Buy |
51,248
+3,252
| +7% | +$50.7K | 0.01% | 573 |
|
|
2015
Q3 | $805K | Buy |
47,996
+16,263
| +51% | +$273K | 0.01% | 548 |
|
|
2015
Q2 | $725K | Sell |
31,733
-12,843
| -29% | -$293K | 0.01% | 565 |
|
|
2015
Q1 | $1.02M | Sell |
44,576
-5,748
| -11% | -$131K | 0.01% | 448 |
|
|
2014
Q4 | $1.17M | Sell |
50,324
-2,352
| -4% | -$54.6K | 0.01% | 404 |
|
|
2014
Q3 | $1.18M | Buy |
52,676
+18,734
| +55% | +$418K | 0.01% | 351 |
|
|
2014
Q2 | $826K | Sell |
33,942
-218
| -0.6% | -$5.31K | 0.01% | 449 |
|
|
2014
Q1 | $780K | Buy |
34,160
+14,999
| +78% | +$342K | 0.01% | 449 |
|
|
2013
Q4 | $466K | Buy |
19,161
+15,488
| +422% | +$377K | 0.01% | 536 |
|
|
2013
Q3 | $76K | Sell |
3,673
-484
| -12% | -$10K | ﹤0.01% | 1283 |
|
|
2013
Q2 | $82K | Buy |
+4,157
| New | +$82K | ﹤0.01% | 1094 |
|