Focus Partners Wealth’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
$40.3M Sell
302,813
-286
-0.1% -$38K 0.09% 218
2025
Q1
$35M Sell
303,099
-78,255
-21% -$9.05M 0.09% 228
2024
Q4
$56.4M Buy
381,354
+1,466
+0.4% +$217K 0.15% 142
2024
Q3
$49.6M Buy
379,888
+14,851
+4% +$1.94M 0.16% 139
2024
Q2
$38.4M Buy
365,037
+3,047
+0.8% +$321K 0.13% 160
2024
Q1
$36.4M Buy
361,990
+29,659
+9% +$2.98M 0.3% 85
2023
Q4
$27.5M Buy
+332,331
New +$27.5M 0.36% 76