Position in KKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,272,892
-$506,856 QoQ
Shares Held
13,761
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Choate Investment Advisors holds $12,671,622 across 7 Asset Management names. KKR ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
13,001 | $5,777,644 | |
| 2 | BLK |
BlackRock, Inc.
|
2,440 | $2,346,572 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,571,697 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
13,761 | $1,272,892 | |
| 5 | BX |
Blackstone Inc.
|
9,900 | $1,138,401 | |
| 6 | STT |
State Street Corp
|
3,212 | $406,510 | |
| 7 | PCQ |
Pimco California Municipal Income Fund
|
18,404 | $157,906 |
All Filings in KKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,272,892 | 13,761 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,779,748 | 13,961 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,814,231 | 13,961 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,857,231 | 13,961 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,613,453 | 13,956 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,064,231 | 13,956 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,791,949 | 13,723 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,444,208 | 13,723 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,380,259 | 13,723 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,136,950 | 13,723 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $845,336 | 13,723 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||