MARSICO FOCUS FUND KKR Holdings History

Number of Shares
168,240.00
Current Holdings Value*
$19.45 Mil
% of Portfolio
2.24%
Total Estimate Gain
$920,272.80
% of Total Estimate Gain
3.98%

MARSICO FOCUS FUND's KKR & Co Inc Holding Summary

As of 2025-03-31, MARSICO INVESTMENT FUND held 168,240.00 shares of KKR & Co Inc(KKR), totaling $19.45 Mil. This investment constitutes 2.24% of their stock portfolio, and MARSICO INVESTMENT FUND now holds 0.02% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2025Q1. And since then MARSICO FOCUS FUND has made 1 purchases of KKR, at an average price of $137.58, for a total of 168,240.00 shares. Based on historical transaction data and KKR's current price of $143.05, MARSICO FOCUS FUND's estimated gain on his KKR holdings is $920,272.80, reflecting a 3.98% gain to date.

MARSICO FOCUS FUND KKR ($143.05) Holding Chart

MARSICO FOCUS FUND KKR ($143.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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