Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $595K | Buy |
6,434
+1,883
| +41% | +$198K | 0.07% | 143 |
|
|
2025
Q4 | $580K | Buy |
4,551
+13
| +0.3% | +$1.62K | 0.07% | 126 |
|
|
2025
Q3 | $590K | Hold |
4,538
| – | – | 0.08% | 119 |
|
|
2025
Q2 | $604K | Hold |
4,538
| – | – | 0.09% | 116 |
|
|
2025
Q1 | $525K | Hold |
4,538
| – | – | 0.09% | 114 |
|
|
2024
Q4 | $671K | Hold |
4,538
| – | – | 0.11% | 99 |
|
|
2024
Q3 | $593K | Hold |
4,538
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $478K | Hold |
4,538
| – | – | 0.08% | 103 |
|
|
2024
Q1 | $456K | Hold |
4,538
| – | – | 0.08% | 104 |
|
|
2023
Q4 | $376K | Sell |
4,538
-1,465
| -24% | -$99.2K | 0.08% | 101 |
|
|
2023
Q3 | $370K | Sell |
6,003
-4
| -0.1% | -$243 | 0.08% | 93 |
|
|
2023
Q2 | $336K | Sell |
6,007
-111
| -2% | -$5.82K | 0.07% | 102 |
|
|
2023
Q1 | $321K | Buy |
6,118
+115
| +2% | +$6.17K | 0.07% | 90 |
|
|
2022
Q4 | $279K | Hold |
6,003
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $258K | Hold |
6,003
| – | – | 0.07% | 114 |
|
|
2022
Q2 | $278K | Hold |
6,003
| – | – | 0.08% | 118 |
|
|
2022
Q1 | $351K | Hold |
6,003
| – | – | 0.1% | 116 |
|
|
2021
Q4 | $447K | Hold |
6,003
| – | – | 0.12% | 110 |
|
|
2021
Q3 | $365K | Hold |
6,003
| – | – | 0.1% | 124 |
|
|
2021
Q2 | $356K | Hold |
6,003
| – | – | 0.09% | 129 |
|
|
2021
Q1 | $293K | Hold |
6,003
| – | – | 0.09% | 117 |
|
|
2020
Q4 | $243K | Hold |
6,003
| – | – | 0.08% | 135 |
|
|
2020
Q3 | $206K | Buy |
+6,003
| New | +$210K | 0.09% | 109 |
|
|
2020
Q2 | – | Sell |
-10,503
| Closed | -$247K | – | 165 |
|
|
2020
Q1 | $247K | Sell |
10,503
-3,738
| -26% | -$107K | 0.12% | 109 |
|
|
2019
Q4 | $415K | Hold |
14,241
| – | – | 0.14% | 102 |
|
|
2019
Q3 | $382K | Buy |
14,241
+3,738
| +36% | +$98.6K | 0.14% | 97 |
|
|
2019
Q2 | $265K | Buy |
+10,503
| New | +$251K | 0.1% | 107 |
|
Other funds holding KKR
VCM
