Heron Bay Capital 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
2025
Q2
$12.5M Buy
2025
Q1
$6.84M Buy
2024
Q4
$6.97M Sell
2024
Q3
$7.19M Sell
2024
Q2
$6.01M Sell
2024
Q1
$6.38M Buy
2023
Q4
$5.2M Buy
2023
Q3
$3.76M Buy
2023
Q2
$3.06M Buy
2023
Q1
$872K Buy
2022
Q4
$648K Sell
2022
Q3
$601K Buy