Kkr & Co shares owned by EP Wealth Advisors
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
Download as csvQuarterly 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 |