MidCap Growth Fund KKR Holdings History

Number of Shares
36,757.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
2.54%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
106.59%

MidCap Growth Fund's KKR & Co Inc Holding Summary

As of 2025-04-30, PRINCIPAL FUNDS INC held 36,757.00 shares of KKR & Co Inc(KKR), totaling $4.20 Mil. This investment constitutes 2.54% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2023Q4. And since then MidCap Growth Fund has made 2 purchases of KKR, at an average price of $62.10, for a total of 77,049.00 shares. In addition, there have been 4 sales at an average price of $112.18 for 40,292.00 shares. Based on historical transaction data and KKR's current price of $145.98, MidCap Growth Fund's estimated gain on his KKR holdings is $5.10 Mil, reflecting a 106.59% gain to date.

MidCap Growth Fund KKR ($145.98) Holding Chart

MidCap Growth Fund KKR ($145.98) 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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