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PDS Planning’s KKR & Co KKR Stock Holding History

PDS Planning’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Buy
+2,247
New +$299K 0.02% 352
2025
Q1 		– Sell
-1,366
Closed -$202K – 482
2024
Q4 		$202K Buy
+1,366
New +$202K 0.02% 400