MAI Capital Management’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
$2.64M Buy
19,858
+420
+2% +$55.9K 0.02% 430
2025
Q1
$2.25M Buy
19,438
+6,529
+51% +$755K 0.02% 448
2024
Q4
$1.91M Buy
12,909
+2,303
+22% +$341K 0.01% 480
2024
Q3
$1.38M Sell
10,606
-361
-3% -$47.1K 0.01% 458
2024
Q2
$1.15M Buy
10,967
+221
+2% +$23.3K 0.01% 545
2024
Q1
$1.08M Buy
10,746
+171
+2% +$17.2K 0.01% 536
2023
Q4
$876K Buy
10,575
+267
+3% +$22.1K 0.01% 489
2023
Q3
$635K Sell
10,308
-389
-4% -$24K 0.01% 548
2023
Q2
$599K Buy
10,697
+26
+0.2% +$1.46K 0.01% 555
2023
Q1
$560K Buy
10,671
+95
+0.9% +$4.99K 0.01% 586
2022
Q4
$491K Buy
10,576
+962
+10% +$44.7K 0.01% 609
2022
Q3
$413K Buy
9,614
+82
+0.9% +$3.52K 0.01% 594
2022
Q2
$441K Buy
9,532
+145
+2% +$6.71K 0.01% 554
2022
Q1
$549K Sell
9,387
-20
-0.2% -$1.17K 0.01% 512
2021
Q4
$701K Sell
9,407
-2
-0% -$149 0.01% 462
2021
Q3
$573K Buy
9,409
+22
+0.2% +$1.34K 0.01% 465
2021
Q2
$556K Hold
9,387
0.01% 467
2021
Q1
$459K Hold
9,387
0.01% 472
2020
Q4
$380K Buy
+9,387
New +$380K 0.01% 476