Dimensional Fund Advisors’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
$212M Buy
1,594,270
+27,724
+2% +$3.69M 0.05% 471
2025
Q1
$181M Buy
1,566,546
+16,834
+1% +$1.95M 0.05% 532
2024
Q4
$229M Buy
1,549,712
+900
+0.1% +$133K 0.06% 406
2024
Q3
$202M Sell
1,548,812
-4,505
-0.3% -$588K 0.05% 482
2024
Q2
$163M Buy
1,553,317
+364,141
+31% +$38.3M 0.04% 559
2024
Q1
$120M Sell
1,189,176
-50,735
-4% -$5.1M 0.03% 809
2023
Q4
$103M Buy
1,239,911
+58,027
+5% +$4.81M 0.03% 883
2023
Q3
$72.8M Buy
1,181,884
+2,552
+0.2% +$157K 0.02% 1050
2023
Q2
$66M Buy
1,179,332
+11,819
+1% +$662K 0.02% 1158
2023
Q1
$61.3M Sell
1,167,513
-41,602
-3% -$2.18M 0.02% 1171
2022
Q4
$56.1K Sell
1,209,115
-144,134
-11% -$6.69K 0.02% 1236
2022
Q3
$58.2M Buy
1,353,249
+12,128
+0.9% +$522K 0.02% 1098
2022
Q2
$62.1M Sell
1,341,121
-16,182
-1% -$749K 0.02% 1101
2022
Q1
$79.4M Buy
1,357,303
+7,332
+0.5% +$429K 0.02% 1022
2021
Q4
$101M Buy
1,349,971
+9,338
+0.7% +$696K 0.03% 882
2021
Q3
$81.6M Buy
1,340,633
+33,865
+3% +$2.06M 0.03% 997
2021
Q2
$77.4M Buy
1,306,768
+99,591
+8% +$5.9M 0.02% 1068
2021
Q1
$59M Sell
1,207,177
-24,589
-2% -$1.2M 0.02% 1298
2020
Q4
$49.9M Buy
1,231,766
+35,426
+3% +$1.43M 0.02% 1373
2020
Q3
$41.1M Buy
1,196,340
+5,813
+0.5% +$200K 0.02% 1360
2020
Q2
$36.8M Buy
1,190,527
+488,224
+70% +$15.1M 0.02% 1466
2020
Q1
$16.5M Buy
702,303
+407,630
+138% +$9.57M 0.01% 1865
2019
Q4
$8.6M Buy
294,673
+56,611
+24% +$1.65M ﹤0.01% 2407
2019
Q3
$6.39M Buy
238,062
+145,229
+156% +$3.9M ﹤0.01% 2517
2019
Q2
$2.35M Buy
+92,833
New +$2.35M ﹤0.01% 2862