KCM Investment 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 | $652K | Hold |
4,900
| – | – | 0.02% | 247 |
|
|
2025
Q1 | $566K | Sell |
4,900
-500
| -9% | -$57.8K | 0.02% | 248 |
|
|
2024
Q4 | $799K | Hold |
5,400
| – | – | 0.03% | 220 |
|
|
2024
Q3 | $705K | Sell |
5,400
-233
| -4% | -$30.4K | 0.02% | 238 |
|
|
2024
Q2 | $593K | Hold |
5,633
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $567K | Hold |
5,633
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $467K | Sell |
5,633
-103
| -2% | -$8.53K | 0.02% | 260 |
|
|
2023
Q3 | $353K | Buy |
5,736
+533
| +10% | +$32.8K | 0.02% | 283 |
|
|
2023
Q2 | $291K | Sell |
5,203
-25,218
| -83% | -$1.41M | 0.01% | 336 |
|
|
2023
Q1 | $1.6M | Buy |
30,421
+25,307
| +495% | +$1.33M | 0.06% | 176 |
|
|
2022
Q4 | $237K | Buy |
5,114
+14
| +0.3% | +$649 | 0.01% | 366 |
|
|
2022
Q3 | $219K | Buy |
5,100
+300
| +6% | +$12.9K | 0.01% | 357 |
|
|
2022
Q2 | $222K | Sell |
4,800
-178
| -4% | -$8.23K | 0.01% | 366 |
|
|
2022
Q1 | $291K | Buy |
4,978
+178
| +4% | +$10.4K | 0.01% | 355 |
|
|
2021
Q4 | $358K | Hold |
4,800
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $292K | Hold |
4,800
| – | – | 0.01% | 334 |
|
|
2021
Q2 | $284K | Hold |
4,800
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $234K | Buy |
+4,800
| New | +$234K | 0.01% | 346 |
|
|
2020
Q3 | – | Sell |
-106,239
| Closed | -$3.28M | – | 332 |
|
|
2020
Q2 | $3.28M | Buy |
+106,239
| New | +$3.28M | 0.18% | 100 |
|
|
2017
Q2 | – | Sell |
-12,400
| Closed | -$226K | – | 536 |
|
|
2017
Q1 | $226K | Hold |
12,400
| – | – | 0.01% | 494 |
|
|
2016
Q4 | $191K | Buy |
12,400
+2,000
| +19% | +$30.8K | 0.01% | 520 |
|
|
2016
Q3 | $148K | Buy |
+10,400
| New | +$148K | 0.01% | 524 |
|
|
2015
Q3 | – | Sell |
-8,857
| Closed | -$202K | – | 540 |
|
|
2015
Q2 | $202K | Sell |
8,857
-1,250
| -12% | -$28.5K | 0.02% | 519 |
|
|
2015
Q1 | $231K | Buy |
+10,107
| New | +$231K | 0.02% | 485 |
|