Zuckerman Investment Group’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
$30.4M Buy
228,801
+36,330
+19% +$4.83M 2.95% 5
2025
Q1
$22.3M Sell
192,471
-4,834
-2% -$559K 2.39% 14
2024
Q4
$32.2M Sell
197,305
-5,253
-3% -$857K 3.09% 5
2024
Q3
$26.5M Sell
202,558
-15
-0% -$1.96K 2.72% 11
2024
Q2
$21.3M Buy
202,573
+6
+0% +$631 2.47% 12
2024
Q1
$20.4M Sell
202,567
-2,388
-1% -$240K 2.31% 13
2023
Q4
$17M Sell
204,955
-9,073
-4% -$752K 2.19% 15
2023
Q3
$13.2M Buy
214,028
+1,050
+0.5% +$64.7K 1.89% 25
2023
Q2
$11.9M Sell
212,978
-724
-0.3% -$40.5K 1.71% 25
2023
Q1
$11.2M Buy
213,702
+2,021
+1% +$106K 1.7% 26
2022
Q4
$9.83M Buy
211,681
+2,117
+1% +$98.3K 1.55% 27
2022
Q3
$9.01M Buy
209,564
+57,501
+38% +$2.47M 1.69% 27
2022
Q2
$7.04M Buy
+152,063
New +$7.04M 1.28% 33
2015
Q2
Sell
-798,121
Closed -$18.2M 47
2015
Q1
$18.2M Sell
798,121
-40,325
-5% -$920K 3.87% 10
2014
Q4
$19.5M Buy
838,446
+200,988
+32% +$4.66M 4.11% 9
2014
Q3
$14.2M Buy
637,458
+66,090
+12% +$1.47M 2.96% 16
2014
Q2
$13.9M Buy
571,368
+293,129
+105% +$7.13M 3% 16
2014
Q1
$6.36M Sell
278,239
-194,735
-41% -$4.45M 1.51% 23
2013
Q4
$11.5M Sell
472,974
-87,130
-16% -$2.12M 2.71% 16
2013
Q3
$11.5M Buy
560,104
+5,660
+1% +$116K 2.89% 14
2013
Q2
$10.9M Buy
+554,444
New +$10.9M 2.84% 14