Middleton & Co’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 | $349K | Hold |
2,622
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $303K | Hold |
2,622
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $388K | Hold |
2,622
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $342K | Hold |
2,622
| – | – | 0.04% | 128 |
|
|
2024
Q2 | $276K | Hold |
2,622
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $264K | Hold |
2,622
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $217K | Buy |
+2,622
| New | +$217K | 0.03% | 149 |
|