Yorktown Management & Research Company’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Hold |
7,200
| – | – | 0.91% | 15 |
|
|
2025
Q1 | $832K | Hold |
7,200
| – | – | 0.9% | 14 |
|
|
2024
Q4 | $1.06M | Hold |
7,200
| – | – | 1.02% | 9 |
|
|
2024
Q3 | $940K | Sell |
7,200
-2,500
| -26% | -$326K | 0.96% | 11 |
|
|
2024
Q2 | $1.02M | Hold |
9,700
| – | – | 1.1% | 8 |
|
|
2024
Q1 | $976K | Hold |
9,700
| – | – | 0.93% | 9 |
|
|
2023
Q4 | $804K | Hold |
9,700
| – | – | 0.84% | 19 |
|
|
2023
Q3 | $598K | Hold |
9,700
| – | – | 0.67% | 34 |
|
|
2023
Q2 | $543K | Hold |
9,700
| – | – | 0.58% | 57 |
|
|
2023
Q1 | $509K | Hold |
9,700
| – | – | 0.55% | 64 |
|
|
2022
Q4 | $450K | Hold |
9,700
| – | – | 0.55% | 62 |
|
|
2022
Q3 | $417K | Sell |
9,700
-3,160
| -25% | -$136K | 0.54% | 72 |
|
|
2022
Q2 | $595K | Buy |
12,860
+3,160
| +33% | +$146K | 0.77% | 28 |
|
|
2022
Q1 | $567K | Hold |
9,700
| – | – | 0.48% | 71 |
|
|
2021
Q4 | $723K | Hold |
9,700
| – | – | 0.49% | 51 |
|
|
2021
Q3 | $591K | Hold |
9,700
| – | – | 0.44% | 68 |
|
|
2021
Q2 | $575K | Hold |
9,700
| – | – | 0.45% | 61 |
|
|
2021
Q1 | $474K | Hold |
9,700
| – | – | 0.39% | 82 |
|
|
2020
Q4 | $393K | Hold |
9,700
| – | – | 0.35% | 137 |
|
|
2020
Q3 | $333K | Hold |
9,700
| – | – | 0.31% | 165 |
|
|
2020
Q2 | $300K | Hold |
9,700
| – | – | 0.27% | 187 |
|
|
2020
Q1 | $228K | Buy |
+9,700
| New | +$228K | 0.23% | 190 |
|
|
2017
Q4 | – | Sell |
-12,000
| Closed | -$244K | – | 390 |
|
|
2017
Q3 | $244K | Buy |
+12,000
| New | +$244K | 0.06% | 326 |
|