Roundview Capital LLC

Position in KKR — KKR & Co. Inc.

CIK 1476804 PRINCETON, NJ

Position in KKR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$316,641

-$26,441 QoQ

Shares Held

3,450

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#870

of 1,261 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $8,279,347 across 6 Asset Management names. KKR ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	104,522	$4,451,591
2	TROW	Price T Rowe Group Inc	15,636	$1,777,656
3	BLK	BlackRock, Inc.	948	$911,558
4	BX	Blackstone Inc.	4,201	$494,331
5	STEW	SRH Total Return Fund, Inc.	18,300	$327,570
6	KKR	KKR & Co. Inc. This page	3,450	$316,641

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,641	3,450	-7.0%	Shares	Sole	2026-07-30
2026-03-31	$343,082	3,709	+78.3%	Shares	Sole	2026-05-08
2025-12-31	$265,158	2,080	-16.1%	Shares	Sole	2026-02-09
2025-09-30	$322,146	2,479	+5.8%	Shares	Sole	2025-11-12
2025-06-30	$311,822	2,344	+0.1%	Shares	Sole	2025-07-23
2025-03-31	$270,758	2,342	-2.5%	Shares	Sole	2025-05-06
2024-12-31	$355,131	2,401	-86.5%	Shares	Sole	2025-02-12
2023-03-31	$936,799	17,837	-0.3%	Shares	Sole	2023-05-09
2022-12-31	$830,825	17,898	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$772,710	17,970	+1.3%	Shares	Sole	2022-11-10
2022-06-30	$820,906	17,734	-0.9%	Shares	Sole	2022-08-11
2022-03-31	$1,046,729	17,902	+2.1%	Shares	Sole	2022-05-17
2021-12-31	$1,306,059	17,531	+6.4%	Shares	Sole	2022-02-10
2021-09-30	$1,002,693	16,470	+3.6%	Shares	Sole	2021-11-10
2021-06-30	$941,442	15,892	+0.4%	Shares	Sole	2021-08-10
2021-03-31	$772,953	15,823	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.