Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,018
-$28,679 QoQ
Shares Held
3,988
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#829
of 1,265 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $27,851,005 across 6 Asset Management names. KKR ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
205,546 | $24,186,597 | |
| 2 | BLK |
BlackRock, Inc.
|
2,160 | $2,076,969 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
29,000 | $687,590 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
3,988 | $366,018 | |
| 5 | STT |
State Street Corp
|
1,787 | $303,075 | |
| 6 | AMP |
Ameriprise Financial Inc
|
503 | $230,756 |
All Filings in KKR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,018 | 3,988 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $394,697 | 4,267 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,877 | 4,235 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $656,507 | 5,052 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $651,847 | 4,900 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $566,489 | 4,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $798,714 | 5,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $705,132 | 5,400 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $592,816 | 5,633 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $566,567 | 5,633 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $466,694 | 5,633 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $353,337 | 5,736 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $291,368 | 5,203 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,597,710 | 30,421 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $237,391 | 5,114 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $219,300 | 5,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $222,192 | 4,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $291,063 | 4,978 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $357,600 | 4,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $292,224 | 4,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $284,352 | 4,800 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $234,480 | 4,800 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $3,280,660 | 106,239 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||