Morgan Stanley’s KKR & Co KKR Stock Holding History

Morgan Stanley’s Portfolio KKR Stock Details KKR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$903M	Buy	6,785,892 +622,796	+10%	+$82.9M	0.06%	304
2025 Q1	$713M	Buy	6,163,096 +315,662	+5%	+$36.5M	0.05%	349
2024 Q4	$865M	Buy	5,847,434 +533,515	+10%	+$78.9M	0.06%	289
2024 Q3	$694M	Sell	5,313,919 -593,317	-10%	-$77.5M	0.05%	346
2024 Q2	$622M	Buy	5,907,236 +1,941,346	+49%	+$204M	0.05%	359
2024 Q1	$399M	Sell	3,965,890 -3,965,920	-50%	-$399M	0.03%	515
2023 Q4	$657M	Buy	7,931,810 +3,891,145	+96%	+$322M	0.03%	569
2023 Q3	$249M	Sell	4,040,665 -115,226	-3%	-$7.1M	0.03%	617
2023 Q2	$233M	Buy	4,155,891 +169,334	+4%	+$9.48M	0.02%	653
2023 Q1	$209M	Sell	3,986,557 -360,449	-8%	-$18.9M	0.02%	678
2022 Q4	$202M	Buy	4,347,006 +516,843	+13%	+$24M	0.02%	685
2022 Q3	$165M	Buy	3,830,163 +30,420	+0.8%	+$1.31M	0.02%	655
2022 Q2	$176M	Buy	3,799,743 +407,743	+12%	+$18.9M	0.02%	645
2022 Q1	$198M	Buy	3,392,000 +71,391	+2%	+$4.17M	0.03%	534
2021 Q4	$247M	Sell	3,320,609 -431,451	-11%	-$32.1M	0.03%	484
2021 Q3	$228M	Buy	3,752,060 +289,915	+8%	+$17.6M	0.03%	478
2021 Q2	$205M	Sell	3,462,145 -1,950,501	-36%	-$116M	0.03%	537
2021 Q1	$264M	Buy	5,412,646 +903,560	+20%	+$44.1M	0.04%	399
2020 Q4	$183M	Buy	4,509,086 +2,306,814	+105%	+$93.4M	0.03%	505
2020 Q3	$75.6M	Sell	2,202,272 -140,338	-6%	-$4.82M	0.01%	715
2020 Q2	$72.3M	Buy	2,342,610 +120,450	+5%	+$3.72M	0.02%	672
2020 Q1	$52.2M	Sell	2,222,160 -837,113	-27%	-$19.6M	0.01%	722
2019 Q4	$89.2M	Buy	3,059,273 +52,076	+2%	+$1.52M	0.02%	653
2019 Q3	$80.7M	Sell	3,007,197 -317,233	-10%	-$8.52M	0.02%	638
2019 Q2	$84M	Sell	3,324,430 -73,216	-2%	-$1.85M	0.02%	619
2019 Q1	$79.8M	Sell	3,397,646 -1,779,099	-34%	-$41.8M	0.02%	621
2018 Q4	$102M	Buy	5,176,745 +2,377,032	+85%	+$46.7M	0.03%	517
2018 Q3	$76.3M	Sell	2,799,713 -17,022,336	-86%	-$464M	0.02%	729
2018 Q2	$493M	Sell	19,822,049 -1,294,962	-6%	-$32.2M	0.13%	158
2018 Q1	$429M	Sell	21,117,011 -4,265,368	-17%	-$86.6M	0.12%	169
2017 Q4	$535M	Buy	25,382,379 +2,580,212	+11%	+$54.3M	0.15%	145
2017 Q3	$464M	Sell	22,802,167 -31,726,010	-58%	-$645M	0.14%	158
2017 Q2	$1.01B	Sell	54,528,177 -1,223,666	-2%	-$22.8M	0.31%	63
2017 Q1	$1.02B	Buy	55,751,843 +39,675,214	+247%	+$723M	0.31%	58
2016 Q4	$247M	Buy	16,076,629 +2,008,235	+14%	+$30.9M	0.08%	270
2016 Q3	$201M	Buy	14,068,394 +2,523,505	+22%	+$36M	0.07%	311
2016 Q2	$142M	Buy	11,544,889 +285,555	+3%	+$3.52M	0.05%	403
2016 Q1	$165M	Sell	11,259,334 -13,164,318	-54%	-$193M	0.06%	332
2015 Q4	$381M	Sell	24,423,652 -6,877,868	-22%	-$107M	0.14%	167
2015 Q3	$525M	Buy	31,301,520 +2,713,205	+9%	+$45.5M	0.19%	113
2015 Q2	$653M	Buy	28,588,315 +3,231,802	+13%	+$73.8M	0.23%	94
2015 Q1	$578M	Sell	25,356,513 -2,137,155	-8%	-$48.7M	0.21%	111
2014 Q4	$638M	Sell	27,493,668 -3,792,158	-12%	-$88M	0.23%	88
2014 Q3	$698M	Sell	31,285,826 -1,830,574	-6%	-$40.8M	0.27%	70
2014 Q2	$806M	Buy	33,116,400 +3,924,224	+13%	+$95.5M	0.32%	56
2014 Q1	$667M	Buy	29,192,176 +4,325,595	+17%	+$98.8M	0.28%	62
2013 Q4	$605M	Buy	24,866,581 +3,372,664	+16%	+$82.1M	0.26%	71
2013 Q3	$442M	Buy	21,493,917 +1,252,131	+6%	+$25.8M	0.21%	106
2013 Q2	$398M	Buy	+20,241,786	New	+$398M	0.2%	116