CANANDAIGUA NATIONAL BANK & TRUST CO
BankPosition in KKR — KKR & Co. Inc.
CIK 1074266
CANANDAIGUA, NY
Position in KKR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$920,461
-$56,290 QoQ
Shares Held
10,029
+30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#623
of 1,265 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $6,346,135 across 4 Asset Management names. KKR ranks #2 (14.5% of the industry book) .
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,461 | 10,029 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $976,751 | 7,662 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,073,516 | 8,261 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,096,433 | 8,242 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $966,383 | 8,359 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,092,167 | 7,384 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,088,776 | 8,338 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $928,953 | 8,827 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $966,976 | 9,614 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $974,978 | 11,768 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $735,380 | 11,938 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $674,240 | 12,040 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $645,103 | 12,283 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||