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Planning Capital Management Corporation’s KKR & Co KKR Stock Holding History

Planning Capital Management Corporation’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$65.3K Hold
500
– – 0.04% 160
2024
Q2 		$52.6K Hold
500
– – 0.04% 189
2024
Q1 		$50.3K Hold
500
– – 0.04% 187
2023
Q4 		$41.4K Buy
+500
New +$33.9K 0.03% 207

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's KKR Position: Q3 2024 in Review

Planning Capital Management Corporation held its KKR & Co (KKR) position steady in Q3 2024 at 500 shares worth $65.3K. The position accounts for 0.04% of the portfolio, ranked #160.

Planning Capital Management Corporation first reported a position in KKR in Q4 2023 and has held it in 4 quarters since. 1,174 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Planning Capital Management Corporation held 500 shares of KKR & Co worth $65.3K as of Q3 2024.
  • Planning Capital Management Corporation left its KKR & Co share count unchanged in Q3 2024.
  • KKR & Co made up 0.04% of Planning Capital Management Corporation's portfolio in Q3 2024, its #160 holding.
  • Planning Capital Management Corporation first reported a position in KKR & Co in Q4 2023 and has held it in 4 quarters since.
  • 1,174 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.