Ritholtz Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
6,236
+1,834
| +42% | +$244K | 0.02% | 499 |
|
|
2025
Q1 | $509K | Buy |
4,402
+1,524
| +53% | +$176K | 0.02% | 583 |
|
|
2024
Q4 | $426K | Buy |
2,878
+631
| +28% | +$93.3K | 0.01% | 604 |
|
|
2024
Q3 | $293K | Buy |
+2,247
| New | +$293K | 0.01% | 704 |
|
|
2022
Q4 | – | Sell |
-10,150
| Closed | -$436K | – | 662 |
|
|
2022
Q3 | $436K | Buy |
+10,150
| New | +$436K | 0.02% | 436 |
|