Joel Isaacson & Co’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
Q3
$594K Buy
2025
Q2
$608K Buy
2016
Q3
Sell
2016
Q2
$25K Sell
2016
Q1
$44K Hold
2015
Q4
$47K Sell
2015
Q3
$62K Hold
2015
Q2
$85K Buy
2015
Q1
$46K Hold
2014
Q4
$46K Hold
2014
Q3
$45K Hold
2014
Q2
$49K Hold
2014
Q1
$46K Hold
2013
Q4
$49K Hold
2013
Q3
$41K Buy