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Kkr & Co shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

All positions including Kkr & Co held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr & Co by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $36k 246 147.91

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Paylocity Holding Corporation (PCTY)
Cintas Corporation (CTAS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding Kkr & Co

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
FMR
Massachusetts Financial Services
Principal Financial Group
Geode Capital Management
Invesco
Capital World Investors
Akre Capital Management
First Manhattan
Brown Advisory Holdings Incorporated
Morgan Stanley

View all funds holding Kkr & Co