KKR β€” KKR & CO INC

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  Β·  11 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported KKR & CO INC (KKR) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows KKR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in KKR & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KKR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KKR stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held KKR β€” position size vs. price
% of Fund (quarterly)    KKR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 250 β€” 0% 0.00% $32K 2025-11-14 $119.52
2025 Q2 UNCHANGED 250 β€” 0% 0.00% $33K 2025-08-15 $141.80
2025 Q1 UNCHANGED 250 β€” 0% 0.00% $29K 2025-05-16 $125.31
2024 Q4 UNCHANGED 250 β€” 0% 0.01% $37K 2025-02-14 $139.69
2024 Q3 UNCHANGED 250 β€” 0% 0.00% $33K 2024-11-15 $148.90
2024 Q2 UNCHANGED 250 β€” 0% 0.00% $26K 2024-08-14 $117.35
2024 Q1 ADDED 250 +167 +201.2% 0.00% $25K 2024-05-15 $106.57
2023 Q4 REDUCED 83 -167 -66.8% 0.00% $21K 2024-02-14 $94.64
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KKR

As of 2026 Q1 β€” sorted by position size

Mirador Capital Partners LP 3Y 7Y 1.28% TOWER TRUST & INVESTMENT Co 0.6% STABLEFORD CAPITAL II LLC 3Y 0.51% RDA Financial Network 3Y 0.42% Canandaigua National Trust Co of Florida 0.39% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.32% SAPIENT CAPITAL LLC 0.22% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.2% Chemistry Wealth Management LLC 3Y 0.18% Hardin Capital Partners, LLC 0.17%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and KKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning KKR?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported KKR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported KKR position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for KKR was 0.01% in 2024 Q4.

What is the latest reported KKR position on this page?

The most recent filing on this page is 2025 Q3, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 250 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this KKR ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV's quarterly KKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to RESOURCES MANAGEMENT CORP /CT/ /ADV Holdings