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Cypress Wealth Services’s KKR & Co KKR Stock Holding History

Cypress Wealth Services’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Sell
3,395
-275
-7% -$26.7K 0.04% 330
2026
Q1 		$340K Buy
3,670
+287
+8% +$30.3K 0.05% 280
2025
Q4 		$431K Sell
3,383
-50
-1% -$6.22K 0.06% 225
2025
Q3 		$446K Buy
3,433
+43
+1% +$6.1K 0.07% 193
2025
Q2 		$451K Sell
3,390
-90
-3% -$10.5K 0.08% 184
2025
Q1 		$402K Buy
3,480
+95
+3% +$13.1K 0.08% 175
2024
Q4 		$501K Buy
3,385
+54
+2% +$7.92K 0.1% 153
2024
Q3 		$435K Buy
3,331
+70
+2% +$8.28K 0.09% 167
2024
Q2 		$343K Buy
3,261
+60
+2% +$6.11K 0.08% 182
2024
Q1 		$322K Buy
3,201
+14
+0.4% +$1.29K 0.08% 189
2023
Q4 		$264K Buy
+3,187
New +$216K 0.07% 198

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return