Westover Capital Advisors, LLC

Position in KKR — KKR & Co. Inc.

CIK 1483467 WILMINGTON, DE

Position in KKR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$740,205

-$289,320 QoQ

Shares Held

8,065

-27.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#666

of 1,261 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $3,364,170 across 5 Asset Management names. KKR ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	4,994	$846,982
2	APO	Apollo Global Management, Inc.	6,333	$749,257
3	KKR	KKR & Co. Inc. This page	8,065	$740,205
4	BX	Blackstone Inc.	5,373	$632,240
5	NTRS	Northern Trust Corp	2,275	$395,486

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,205	8,065	-27.5%	Shares	Sole	2026-08-04
2026-03-31	$1,029,525	11,130	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,418,852	11,130	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,446,343	11,130	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,480,623	11,130	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,286,739	11,130	0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,646,238	11,130	0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,453,355	11,130	+72.2%	Shares	Sole	2024-11-08
2024-06-30	$680,376	6,465	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.