Northeast Financial Consultants’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
143,450
-650
| -0.5% | -$76.1K | 0.78% | 25 |
|
|
2025
Q1 | $16.7M | Sell |
144,100
-1,850
| -1% | -$255K | 0.74% | 26 |
|
|
2024
Q4 | $21.6M | Hold |
145,950
| – | – | 0.91% | 25 |
|
|
2024
Q3 | $19.1M | Sell |
145,950
-400
| -0.3% | -$47.3K | 0.83% | 25 |
|
|
2024
Q2 | $15.4M | Buy |
146,350
+9,400
| +7% | +$957K | 0.71% | 27 |
|
|
2024
Q1 | $13.8M | Hold |
136,950
| – | – | 0.68% | 26 |
|
|
2023
Q4 | $11.3M | Hold |
136,950
| – | – | 0.63% | 26 |
|
|
2023
Q3 | $8.44M | Hold |
136,950
| – | – | 0.53% | 29 |
|
|
2023
Q2 | $7.67M | Hold |
136,950
| – | – | 0.47% | 36 |
|
|
2023
Q1 | $7.19M | Hold |
136,950
| – | – | 0.46% | 38 |
|
|
2022
Q4 | $6.36M | Hold |
136,950
| – | – | 0.43% | 43 |
|
|
2022
Q3 | $5.89M | Hold |
136,950
| – | – | 0.43% | 44 |
|
|
2022
Q2 | $6.34M | Hold |
136,950
| – | – | 0.44% | 47 |
|
|
2022
Q1 | $8.01M | Hold |
136,950
| – | – | 0.46% | 44 |
|
|
2021
Q4 | $10.2M | Hold |
136,950
| – | – | 0.62% | 31 |
|
|
2021
Q3 | $8.34M | Hold |
136,950
| – | – | 0.56% | 31 |
|
|
2021
Q2 | $8.11M | Buy |
136,950
+1,000
| +0.7% | +$55.5K | 0.55% | 35 |
|
|
2021
Q1 | $6.64M | Buy |
135,950
+2,400
| +2% | +$107K | 0.51% | 39 |
|
|
2020
Q4 | $5.41M | Sell |
133,550
-2,600
| -2% | -$98.2K | 0.45% | 40 |
|
|
2020
Q3 | $4.67M | Hold |
136,150
| – | – | 0.42% | 38 |
|
|
2020
Q2 | $4.2M | Sell |
136,150
-6,200
| -4% | -$167K | 0.4% | 40 |
|
|
2020
Q1 | $3.34M | Hold |
142,350
| – | – | 0.38% | 46 |
|
|
2019
Q4 | $4.15M | Hold |
142,350
| – | – | 0.37% | 53 |
|
|
2019
Q3 | $3.82M | Sell |
142,350
-81,000
| -36% | -$2.14M | 0.39% | 57 |
|
|
2019
Q2 | $5.64M | Hold |
223,350
| – | – | 0.58% | 37 |
|
|
2019
Q1 | $5.25M | Hold |
223,350
| – | – | 0.58% | 37 |
|
|
2018
Q4 | $4.38M | Buy |
223,350
+176,150
| +373% | +$4.03M | 0.61% | 37 |
|
|
2018
Q3 | $1.29M | Buy |
47,200
+18,000
| +62% | +$481K | 0.35% | 46 |
|
|
2018
Q2 | $725K | Sell |
29,200
-10,600
| -27% | -$235K | 0.22% | 66 |
|
|
2018
Q1 | $807K | Hold |
39,800
| – | – | 0.27% | 58 |
|
|
2017
Q4 | $838K | Sell |
39,800
-11,930
| -23% | -$240K | 0.28% | 57 |
|
|
2017
Q3 | $1.05M | Hold |
51,730
| – | – | 0.39% | 47 |
|
|
2017
Q2 | $962K | Sell |
51,730
-1,000
| -2% | -$18.3K | 0.38% | 50 |
|
|
2017
Q1 | $961K | Hold |
52,730
| – | – | 0.4% | 48 |
|
|
2016
Q4 | $812K | Sell |
52,730
-370
| -0.7% | -$5.58K | 0.36% | 50 |
|
|
2016
Q3 | $757K | Sell |
53,100
-1,200
| -2% | -$17K | 0.32% | 61 |
|
|
2016
Q2 | $670K | Hold |
54,300
| – | – | 0.3% | 57 |
|
|
2016
Q1 | $798K | Hold |
54,300
| – | – | 0.42% | 46 |
|
|
2015
Q4 | $847K | Sell |
54,300
-4,200
| -7% | -$71.8K | 0.44% | 44 |
|
|
2015
Q3 | $982K | Sell |
58,500
-16,800
| -22% | -$357K | 0.5% | 39 |
|
|
2015
Q2 | $1.72M | Sell |
75,300
-2,000
| -3% | -$46K | 0.77% | 31 |
|
|
2015
Q1 | $1.76M | Sell |
77,300
-6,000
| -7% | -$142K | 0.8% | 30 |
|
|
2014
Q4 | $1.93M | Sell |
83,300
-11,300
| -12% | -$248K | 1.02% | 23 |
|
|
2014
Q3 | $2.11M | Buy |
94,600
+9,000
| +11% | +$211K | 1.16% | 20 |
|
|
2014
Q2 | $2.08M | Buy |
85,600
+3,025
| +4% | +$70.4K | 1.18% | 18 |
|
|
2014
Q1 | $1.89M | Sell |
82,575
-2,000
| -2% | -$48.4K | 1.11% | 20 |
|
|
2013
Q4 | $2.06M | Buy |
+84,575
| New | +$1.95M | 1.38% | 18 |
|
Other funds holding KKR
Northeast Financial Consultants's KKR Position: Q2 2025 in Review
Northeast Financial Consultants reduced its KKR & Co (KKR) stake by 0.45% in Q2 2025, selling an estimated $76.1K and leaving 143,450 shares worth $19.1M. The position accounts for 0.78% of the portfolio, ranked #25.
Northeast Financial Consultants first reported a position in KKR in Q4 2013 and has held it in 47 quarters since. The position peaked at $21.6M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.
- Northeast Financial Consultants held 143,450 shares of KKR & Co worth $19.1M as of Q2 2025.
- Northeast Financial Consultants sold 650 KKR & Co shares in Q2 2025, an estimated $76.1K.
- KKR & Co made up 0.78% of Northeast Financial Consultants's portfolio in Q2 2025, its #25 holding.
- Northeast Financial Consultants first reported a position in KKR & Co in Q4 2013 and has held it in 47 quarters since.
- Northeast Financial Consultants's KKR & Co position peaked at $21.6M in Q4 2024.
- 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.