Summit Trail Advisors »

Kkr & Co shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kkr & Co by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 25k 129.95
2025-06-30 $2.6M 19k 133.03
2025-03-31 $1.1M 9.3k 115.62
2024-12-31 $868k 5.9k 147.92
2024-09-30 $517k 4.0k 130.59
2024-06-30 $380k 3.6k 105.25
2024-03-31 $592k 5.9k 100.58
2023-12-31 $365k 4.4k 82.85
2023-09-30 $249k 4.0k 61.60