Leavell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $314K | Sell |
3,393
-116
| -3% | -$12.2K | 0.01% | 506 |
|
|
2025
Q4 | $447K | Sell |
3,509
-565
| -14% | -$70.3K | 0.02% | 431 |
|
|
2025
Q3 | $529K | Buy |
4,074
+417
| +11% | +$59.2K | 0.02% | 400 |
|
|
2025
Q2 | $486K | Buy |
3,657
+490
| +15% | +$57.4K | 0.02% | 410 |
|
|
2025
Q1 | $366K | Sell |
3,167
-201
| -6% | -$27.7K | 0.02% | 437 |
|
|
2024
Q4 | $498K | Hold |
3,368
| – | – | 0.02% | 374 |
|
|
2024
Q3 | $440K | Sell |
3,368
-134
| -4% | -$15.9K | 0.02% | 404 |
|
|
2024
Q2 | $369K | Buy |
+3,502
| New | +$357K | 0.02% | 408 |
|
|
2016
Q4 | – | Sell |
-15,775
| Closed | -$225K | – | 368 |
|
|
2016
Q3 | $225K | Sell |
15,775
-2,300
| -13% | -$32.6K | 0.03% | 345 |
|
|
2016
Q2 | $223K | Sell |
18,075
-2,700
| -13% | -$36.1K | 0.03% | 359 |
|
|
2016
Q1 | $305K | Sell |
20,775
-3,000
| -13% | -$40.8K | 0.05% | 302 |
|
|
2015
Q4 | $371K | Sell |
23,775
-3,250
| -12% | -$55.6K | 0.05% | 266 |
|
|
2015
Q3 | $453K | Sell |
27,025
-15,000
| -36% | -$319K | 0.07% | 236 |
|
|
2015
Q2 | $960K | Sell |
42,025
-10,250
| -20% | -$236K | 0.15% | 168 |
|
|
2015
Q1 | $1.19M | Hold |
52,275
| – | – | 0.18% | 152 |
|
|
2014
Q4 | $1.21M | Buy |
52,275
+1,500
| +3% | +$32.9K | 0.19% | 153 |
|
|
2014
Q3 | $1.13M | Buy |
50,775
+3,510
| +7% | +$82.3K | 0.18% | 152 |
|
|
2014
Q2 | $1.15M | Sell |
47,265
-750
| -2% | -$17.5K | 0.18% | 157 |
|
|
2014
Q1 | $1.1M | Hold |
48,015
| – | – | 0.18% | 151 |
|
|
2013
Q4 | $1.17M | Buy |
48,015
+2,025
| +4% | +$46.6K | 0.2% | 144 |
|
|
2013
Q3 | $946K | Buy |
45,990
+16,490
| +56% | +$331K | 0.17% | 152 |
|
|
2013
Q2 | $580K | Buy |
+29,500
| New | +$586K | 0.11% | 192 |
|
Other funds holding KKR
VCM
