WAM
Wallington Asset Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
2,500
| – | – | 0.05% | 59 |
|
|
2025
Q1 | $289K | Sell |
2,500
-188
| -7% | -$21.7K | 0.04% | 78 |
|
|
2024
Q4 | $398K | Hold |
2,688
| – | – | 0.06% | 72 |
|
|
2024
Q3 | $351K | Buy |
2,688
+188
| +8% | +$24.5K | 0.05% | 75 |
|
|
2024
Q2 | $263K | Hold |
2,500
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $251K | Hold |
2,500
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $207K | Buy |
+2,500
| New | +$207K | 0.03% | 77 |
|