Shelton Capital 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
$497K Sell
3,735
-75
-2% -$9.98K 0.01% 339
2025
Q1
$440K Hold
3,810
0.01% 353
2024
Q4
$564K Sell
3,810
-133
-3% -$19.7K 0.01% 321
2024
Q3
$515K Hold
3,943
0.01% 340
2024
Q2
$415K Buy
+3,943
New +$415K 0.01% 371