Creative Planning

Position in KKR — KKR & Co. Inc.

CIK 1540235 OVERLAND PARK, KS

Position in KKR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$13,843,087

+$994,378 QoQ

Shares Held

149,655

+48.5% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $438,247,950 across 181 Asset Management names. KKR ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	AMP	Ameriprise Financial Inc	39,543	$17,572,909
7	STT	State Street Corp	113,253	$14,333,299
8	KKR	KKR & Co. Inc. This page	149,655	$13,843,087

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,843,087	149,655	+48.5%	Shares	Defined	2026-05-12
2025-12-31	$12,848,709	100,790	+8.0%	Shares	Sole	2026-02-17
2025-09-30	$12,122,775	93,288	+12.6%	Shares	Defined	2025-11-14
2025-06-30	$11,025,259	82,878	+4.3%	Shares	Sole	2025-08-08
2025-03-31	$9,187,294	79,468	+3.1%	Shares	Defined	2025-05-15
2024-12-31	$11,404,896	77,107	+11.5%	Shares	Defined	2025-02-14
2024-09-30	$9,026,602	69,127	+14.9%	Shares	Defined	2024-10-11
2024-06-30	$6,331,546	60,163	+14.3%	Shares	Defined	2024-08-15
2024-03-31	$5,296,341	52,658	+27.5%	Shares	Sole	2024-05-13
2023-12-31	$3,422,615	41,311	+15.0%	Shares	Defined	2024-02-14
2023-09-30	$2,212,609	35,919	+12.6%	Shares	Defined	2023-11-16
2023-06-30	$1,785,616	31,886	+18.4%	Shares	Defined	2023-07-21
2023-03-31	$1,414,468	26,932	-9.0%	Shares	Sole	2023-05-15
2022-12-31	$1,373,939	29,598	-6.0%	Shares	Sole	2023-02-10
2022-09-30	$1,353,339	31,473	+3.3%	Shares	Sole	2022-11-03
2022-06-30	$1,410,363	30,468	-17.7%	Shares	Sole	2022-08-15
2022-03-31	$2,164,383	37,017	+13.3%	Shares	Sole	2022-05-16
2021-12-31	$2,434,958	32,684	-6.4%	Shares	Sole	2022-02-11
2021-09-30	$2,125,016	34,905	+3.6%	Shares	Sole	2021-11-10
2021-06-30	$1,995,084	33,678	+19.5%	Shares	Sole	2021-08-04
2021-03-31	$1,376,641	28,181	-27.0%	Shares	Sole	2021-04-30
2020-12-31	$1,563,035	38,603	-8.9%	Shares	Sole	2021-01-29
2020-09-30	$1,455,672	42,390	+2.5%	Shares	Sole	2020-11-05
2020-06-30	$1,277,443	41,368	+3.2%	Shares	Sole	2020-07-23
2020-03-31	$940,372	40,067	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.