Wells Fargo’s KKR Income Opportunities Fund KIO Stock Holding History

Wells Fargo’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.41M	Buy	583,146 +12,042	+2%	+$137K	﹤0.01%	2396
2025 Q4	$6.62M	Buy	571,104 +40,463	+8%	+$479K	﹤0.01%	2403
2025 Q3	$6.69M	Buy	530,641 +275,736	+108%	+$3.47M	﹤0.01%	2334
2025 Q2	$3.2M	Buy	254,905 +43,665	+21%	+$523K	﹤0.01%	2823
2025 Q1	$2.6M	Buy	211,240 +47,915	+29%	+$609K	﹤0.01%	2954
2024 Q4	$2.19M	Buy	163,325 +37,634	+30%	+$519K	﹤0.01%	3128
2024 Q3	$1.86M	Sell	125,691 -2,540	-2%	-$36.2K	﹤0.01%	3103
2024 Q2	$1.76M	Sell	128,231 -1,487	-1%	-$20K	﹤0.01%	3081
2024 Q1	$1.76M	Buy	129,718 +13,354	+11%	+$174K	﹤0.01%	3074
2023 Q4	$1.46M	Sell	116,364 -541	-0.5%	-$6.44K	﹤0.01%	3147
2023 Q3	$1.4M	Sell	116,905 -3,452	-3%	-$41.3K	﹤0.01%	3078
2023 Q2	$1.4M	Buy	120,357 +733	+0.6%	+$8.2K	﹤0.01%	3196
2023 Q1	$1.31M	Buy	119,624 +22,449	+23%	+$253K	﹤0.01%	3186
2022 Q4	$1.07M	Buy	97,175 +14,112	+17%	+$158K	﹤0.01%	3203
2022 Q3	$951K	Sell	83,063 -11,851	-12%	-$144K	﹤0.01%	3275
2022 Q2	$1.1M	Buy	94,914 +1,654	+2%	+$21.6K	﹤0.01%	3233
2022 Q1	$1.34M	Sell	93,260 -3,097	-3%	-$47.4K	﹤0.01%	3638
2021 Q4	$1.63M	Sell	96,357 -994	-1%	-$16.3K	﹤0.01%	3690
2021 Q3	$1.59M	Sell	97,351 -10,219	-9%	-$168K	﹤0.01%	3863
2021 Q2	$1.79M	Buy	107,570 +589	+0.6%	+$9.52K	﹤0.01%	3781
2021 Q1	$1.69M	Sell	106,981 -5,426	-5%	-$82.3K	﹤0.01%	3848
2020 Q4	$1.62M	Sell	112,407 -23,268	-17%	-$324K	﹤0.01%	3643
2020 Q3	$1.84M	Sell	135,675 -334,073	-71%	-$4.43M	﹤0.01%	3373
2020 Q2	$5.79M	Sell	469,748 -2,005	-0.4%	-$22.9K	﹤0.01%	2333
2020 Q1	$5.03M	Buy	471,753 +44,745	+10%	+$651K	﹤0.01%	2218
2019 Q4	$6.74M	Buy	427,008 +42,677	+11%	+$658K	﹤0.01%	2311
2019 Q3	$5.98M	Buy	384,331 +21,521	+6%	+$335K	﹤0.01%	2385
2019 Q2	$5.71M	Sell	362,810 -3,869	-1%	-$60.9K	﹤0.01%	2455
2019 Q1	$5.68M	Buy	366,679 +3,157	+0.9%	+$48.3K	﹤0.01%	2437
2018 Q4	$5.18M	Sell	363,522 -23,394	-6%	-$361K	﹤0.01%	2408
2018 Q3	$6.35M	Sell	386,916 -7,078	-2%	-$118K	﹤0.01%	2452
2018 Q2	$6.53M	Sell	393,994 -23,239	-6%	-$375K	﹤0.01%	2442
2018 Q1	$6.63M	Buy	417,233 +28,386	+7%	+$450K	﹤0.01%	2384
2017 Q4	$6.24M	Buy	388,847 +117,457	+43%	+$1.94M	﹤0.01%	2393
2017 Q3	$4.86M	Buy	271,390 +37,212	+16%	+$653K	﹤0.01%	2551
2017 Q2	$4.1M	Buy	234,178 +56,882	+32%	+$994K	﹤0.01%	2603
2017 Q1	$3.02M	Buy	177,296 +25,757	+17%	+$429K	﹤0.01%	2832
2016 Q4	$2.43M	Sell	151,539 -8,777	-5%	-$138K	﹤0.01%	3001
2016 Q3	$2.57M	Sell	160,316 -1,281	-0.8%	-$20.2K	﹤0.01%	2765
2016 Q2	$2.43M	Buy	161,597 +11,223	+7%	+$166K	﹤0.01%	2830
2016 Q1	$2.17M	Buy	150,374 +37,310	+33%	+$497K	﹤0.01%	2873
2015 Q4	$1.57M	Buy	113,064 +24,049	+27%	+$346K	﹤0.01%	3167
2015 Q3	$1.3M	Buy	89,015 +9,339	+12%	+$141K	﹤0.01%	3326
2015 Q2	$1.25M	Sell	79,676 -30,176	-27%	-$491K	﹤0.01%	3425
2015 Q1	$1.81M	Buy	109,852 +5,009	+5%	+$82.3K	﹤0.01%	3105
2014 Q4	$1.7M	Buy	104,843 +90,052	+609%	+$1.53M	﹤0.01%	3132
2014 Q3	$255K	Buy	14,791 +12,291	+492%	+$222K	﹤0.01%	4243
2014 Q2	$47K	Hold	2,500	–	–	﹤0.01%	4990
2014 Q1	$45K	Sell	2,500 -2,500	-50%	-$45.3K	﹤0.01%	4958
2013 Q4	$90K	Buy	+5,000	New	+$88.8K	﹤0.01%	4555