Middleton & Co’s KKR & Co KKR Stock Holding History

Middleton & Co’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$341K	Hold
2025 Q2	$349K	Hold
2025 Q1	$303K	Hold
2024 Q4	$388K	Hold
2024 Q3	$342K	Hold
2024 Q2	$276K	Hold
2024 Q1	$264K	Hold
2023 Q4	$217K	Buy