Evergreen Capital Management’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
$240K Sell
1,802
-1,660
-48% -$221K 0.01% 925
2025
Q1
$400K Sell
3,462
-115
-3% -$13.3K 0.01% 596
2024
Q4
$529K Buy
3,577
+179
+5% +$26.5K 0.02% 483
2024
Q3
$444K Buy
3,398
+401
+13% +$52.4K 0.01% 552
2024
Q2
$315K Buy
2,997
+181
+6% +$19.1K 0.01% 642
2024
Q1
$283K Buy
2,816
+10
+0.4% +$1.01K 0.01% 652
2023
Q4
$233K Buy
+2,806
New +$233K 0.01% 707
2022
Q2
Sell
-4,329
Closed -$253K 630
2022
Q1
$253K Sell
4,329
-63
-1% -$3.68K 0.01% 529
2021
Q4
$327K Buy
4,392
+7
+0.2% +$521 0.01% 462
2021
Q3
$267K Sell
4,385
-419
-9% -$25.5K 0.01% 468
2021
Q2
$285K Buy
4,804
+8
+0.2% +$475 0.01% 429
2021
Q1
$234K Buy
+4,796
New +$234K 0.01% 445