SVB Wealth’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.33M Buy
2024
Q4
$1.68M Buy
2024
Q3
Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.1M Sell
2023
Q4
$914K Buy
2023
Q3
$679K Buy
2023
Q2
$611K Sell
2023
Q1
$771K Buy
2022
Q4
$554K Buy
2021
Q4
Sell
2021
Q3
$259K Buy
2021
Q2
$204K Buy