Montecito Bank & Trust’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$232K Buy
2,008
+62
+3% +$7.17K 0.04% 267
2024
Q4
$288K Buy
1,946
+173
+10% +$25.6K 0.05% 242
2024
Q3
$232K Buy
+1,773
New +$232K 0.04% 266