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Kkr & Co shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kkr & Co by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $14M 104k 133.03
2025-03-31 $739k 6.4k 115.61
2024-12-31 $948k 6.4k 147.90
2024-09-30 $626k 4.8k 130.57
2024-06-30 $452k 4.3k 105.25
2024-03-31 $419k 4.2k 100.58
2023-12-31 $466k 5.6k 82.86
2023-09-30 $253k 4.1k 61.61
2023-06-30 $230k 26k 9.04
2023-03-31 $1.5M 38k 38.67
2022-03-31 $218k 3.7k 58.55
2021-12-31 $264k 3.5k 74.58
2021-09-30 $217k 17k 12.99
2021-06-30 $341k 5.8k 59.17
2021-03-31 $260k 5.3k 48.85
2020-12-31 $215k 5.3k 40.40