Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,316,400
+$43,508 QoQ
Shares Held
14,343
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#552
of 1,267 holders
Holding Since
Sep 2023
12 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, 2026Choate Investment Advisors holds $15,440,734 across 11 Asset Management names. KKR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
11,540 | $5,294,090 | |
| 2 | BLK |
BlackRock, Inc.
|
2,447 | $2,352,937 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,957,612 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
14,343 | $1,316,400 | |
| 5 | BX |
Blackstone Inc.
|
9,555 | $1,124,336 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
40,000 | $941,600 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
21,070 | $897,371 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
45,000 | $669,600 |
All Filings in KKR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,400 | 14,343 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||