MAI Capital 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
2025
Q2
$2.64M Buy
2025
Q1
$2.25M Buy
2024
Q4
$1.91M Buy
2024
Q3
$1.38M Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.08M Buy
2023
Q4
$876K Buy
2023
Q3
$635K Sell
2023
Q2
$599K Buy
2023
Q1
$560K Buy
2022
Q4
$491K Buy
2022
Q3
$413K Buy
2022
Q2
$441K Buy
2022
Q1
$549K Sell
2021
Q4
$701K Sell
2021
Q3
$573K Buy
2021
Q2
$556K Hold
2021
Q1
$459K Hold
2020
Q4
$380K Buy