Gallagher Fiduciary Advisors’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
$381K Sell
2,867
-26
-0.9% -$3.46K 0.01% 220
2025
Q1
$334K Buy
2,893
+46
+2% +$5.32K 0.01% 221
2024
Q4
$421K Buy
2,847
+629
+28% +$93K 0.08% 168
2024
Q3
$290K Buy
+2,218
New +$290K 0.06% 202