Position in KKR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$277,500
-$104,940 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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 Mar 31, 2026Wellington Shields & Co., LLC holds $10,089,960 across 14 Asset Management names. KKR ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
33,146 | $3,811,458 | |
| 2 | APO |
Apollo Global Management, Inc.
|
19,220 | $2,141,492 | |
| 3 | BLK |
BlackRock, Inc.
|
1,390 | $1,336,776 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
38,985 | $923,554 | |
| 5 | SEIC |
Sei Investments Co
|
6,500 | $510,055 | |
| 6 | NSLR |
Neostellar Capital Corp.
|
26,338 | $282,079 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
3,000 | $277,500 | |
| 8 | PAX |
Patria Investments Ltd
|
18,400 | $231,840 |
All Filings in KKR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,500 | 3,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $382,440 | 3,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $389,850 | 3,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $399,090 | 3,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $346,830 | 3,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $443,730 | 3,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391,740 | 3,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $315,720 | 3,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $301,740 | 3,000 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $248,550 | 3,000 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $184,800 | 3,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $168,000 | 3,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $157,560 | 3,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $139,260 | 3,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $129,000 | 3,000 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $309,891 | 5,300 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $394,850 | 5,300 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $322,664 | 5,300 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $313,972 | 5,300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $258,905 | 5,300 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $214,597 | 5,300 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $233,512 | 6,800 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $209,984 | 6,800 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||