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Roberts Foundation’s KKR & Co KKR Stock Holding History

Roberts Foundation’s Portfolio KKR Stock Details KKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000,000
Closed -$116M – 3
2025
Q1 		$116M Hold
1,000,000
– – 74.56% 1
2024
Q4 		$148M Buy
+1,000,000
New +$148M 70.84% 1