Family 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 | $604K | Hold |
4,538
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $525K | Hold |
4,538
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $671K | Hold |
4,538
| – | – | 0.11% | 95 |
|
|
2024
Q3 | $593K | Hold |
4,538
| – | – | 0.1% | 104 |
|
|
2024
Q2 | $478K | Hold |
4,538
| – | – | 0.08% | 101 |
|
|
2024
Q1 | $456K | Hold |
4,538
| – | – | 0.08% | 103 |
|
|
2023
Q4 | $376K | Sell |
4,538
-1,465
| -24% | -$121K | 0.08% | 101 |
|
|
2023
Q3 | $370K | Sell |
6,003
-4
| -0.1% | -$246 | 0.08% | 91 |
|
|
2023
Q2 | $336K | Sell |
6,007
-111
| -2% | -$6.22K | 0.07% | 102 |
|
|
2023
Q1 | $321K | Buy |
6,118
+115
| +2% | +$6.04K | 0.07% | 90 |
|
|
2022
Q4 | $279K | Hold |
6,003
| – | – | 0.07% | 111 |
|
|
2022
Q3 | $258K | Hold |
6,003
| – | – | 0.07% | 111 |
|
|
2022
Q2 | $278K | Hold |
6,003
| – | – | 0.07% | 116 |
|
|
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% | 134 |
|
|
2020
Q3 | $206K | Buy |
+6,003
| New | +$206K | 0.09% | 109 |
|
|
2020
Q2 | – | Sell |
-10,503
| Closed | -$247K | – | 164 |
|
|
2020
Q1 | $247K | Sell |
10,503
-3,738
| -26% | -$87.9K | 0.12% | 109 |
|
|
2019
Q4 | $415K | Hold |
14,241
| – | – | 0.14% | 102 |
|
|
2019
Q3 | $382K | Buy |
14,241
+3,738
| +36% | +$100K | 0.14% | 96 |
|
|
2019
Q2 | $265K | Buy |
+10,503
| New | +$265K | 0.1% | 106 |
|