WAS
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WESPAC Advisors SoCal’s KKR & Co KKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
10,106
+3,940
+64% +$524K 0.3% 64
2025
Q1
$713K Buy
+6,166
New +$713K 0.19% 68