Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$342,798
-$14,992 QoQ
Shares Held
3,735
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#843
of 1,261 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MAINSTAY CAPITAL MANAGEMENT LLC /ADV holds $2,842,255 across 3 Asset Management names. KKR ranks #3 (12.1% of the industry book) .
All Filings in KKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,798 | 3,735 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,790 | 3,868 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $505,203 | 3,963 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $477,176 | 3,672 | Shares | Sole | 2025-12-10 | |
| 2025-06-30 | $877,199 | 6,594 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $363,940 | 3,148 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $453,048 | 3,063 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $399,966 | 3,063 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $322,350 | 3,063 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $306,970 | 3,052 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||