Number of Shares
39,359.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
2.44%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
87.47%

O'ROURKE & COMPANY, Inc's KKR & Co Inc Holding Summary

As of 2025-06-30, O'ROURKE & COMPANY, Inc held 39,359.00 shares of KKR & Co Inc(KKR), totaling $5.24 Mil. This investment constitutes 2.44% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2021Q4. And since then O'ROURKE & COMPANY, Inc has made 6 purchases of KKR, at an average price of $74.07, for a total of 50,577.00 shares. In addition, there have been 8 sales at an average price of $105.89 for 11,218.00 shares. Based on historical transaction data and KKR's current price of $148.26, O'ROURKE & COMPANY, Inc's estimated gain on his KKR holdings is $3.28 Mil, reflecting a 87.47% gain to date.

O'ROURKE & COMPANY, Inc KKR ($148.26) Holding Chart

O'ROURKE & COMPANY, Inc KKR ($148.26) 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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