Kovitz Investment Group Partners’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
$5.41M Sell
2025
Q1
$5.44M Buy
2024
Q4
$6.79M Buy
2024
Q3
$2.25M Sell
2024
Q2
$2.83M Buy
2024
Q1
$1.78M Sell
2023
Q4
$1.72M Sell
2023
Q3
$1.35M Sell
2023
Q2
$1.36M Sell
2023
Q1
$2.72M Sell
2022
Q4
$4.6M Sell
2022
Q3
$5.74M Sell
2022
Q2
$6.28M Buy
2022
Q1
$4.32M Buy
2021
Q4
$1.69M Buy
2021
Q3
$2.14M Hold
2021
Q2
$2.08M Hold
2021
Q1
$1.72M Sell
2020
Q4
$1.69M Hold
2020
Q3
$1.44M Hold
2020
Q2
$1.29M Hold
2020
Q1
$982K Buy
2019
Q4
$395K Hold
2019
Q3
$364K Buy