Morningstar Investment Services’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,572	Closed	-$472K	–	274
2024 Q3	$472K	Buy	3,572 +747	+26%	+$98.7K	﹤0.01%	279
2024 Q2	$299K	Buy	2,825 +549	+24%	+$58.1K	﹤0.01%	314
2024 Q1	$229K	Sell	2,276 -1,492	-40%	-$150K	﹤0.01%	325
2023 Q4	$315K	Buy	+3,768	New	+$315K	﹤0.01%	345