Evercore Wealth Management’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
Q2 | $346K | Hold |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $253K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $56K | Hold |
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|
2015
Q3 | $60K | Hold |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $83K | Buy |
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