VCM
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Virtue Capital Management’s KKR & Co KKR Stock Holding History

Virtue Capital Management’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
2026
Q1 		– Sell
-2,931
Closed -$378K – 347
2025
Q4 		$378K Sell
2,931
-51,411
-95% -$6.39M 0.06% 207
2025
Q3 		$572K Buy
54,342
+50,671
+1,380% +$7.19M 0.09% 159
2025
Q2 		$488K Sell
3,671
-306
-8% -$35.8K 0.09% 156
2025
Q1 		$459K Sell
3,977
-8,341
-68% -$1.15M 0.05% 275
2024
Q4 		$1.82M Sell
12,318
-32
-0.3% -$4.7K 0.37% 48
2024
Q3 		$1.61M Buy
12,350
+337
+3% +$39.9K 0.32% 52
2024
Q2 		$1.42M Buy
12,013
+442
+4% +$45K 0.24% 73
2024
Q1 		$1.14M Buy
11,571
+2,280
+25% +$210K 0.2% 93
2023
Q4 		$756K Buy
+9,291
New +$629K 0.15% 123
2020
Q3 		– Sell
-6,746
Closed -$208K – 252
2020
Q2 		$208K Buy
+6,746
New +$181K 0.05% 222
2018
Q2 		– Sell
-292
Closed -$6K – 344
2018
Q1 		$6K Buy
+292
New +$6.49K ﹤0.01% 423

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