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Kkr & Co shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in Kkr & Co

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All positions including Kkr & Co held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr & Co by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2025-09-30 $656k 5.0k 129.95
2025-06-30 $672k 5.0k 133.03
2025-03-31 $865k 7.5k 115.61
2024-12-31 $747k 5.0k 147.91
2024-09-30 $623k 4.8k 130.58