Triangle Securities Wealth Management

Broker-Dealer

Position in KKR — KKR & Co. Inc.

CIK 1541353 RALEIGH, NC

Position in KKR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$5,303,048

-$99,599 QoQ

Shares Held

57,780

-1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#346

of 1,261 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $23,474,340 across 5 Asset Management names. KKR ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	88,720	$10,439,681
2	BN	BROOKFIELD Corp /ON/	157,329	$6,700,642
3	KKR	KKR & Co. Inc. This page	57,780	$5,303,048
4	NTRS	Northern Trust Corp	4,373	$760,202
5	CG	Carlyle Group Inc.	6,430	$270,767

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,303,048	57,780	-1.1%	Shares	Sole	2026-07-14
2026-03-31	$5,402,647	58,407	-1.6%	Shares	Sole	2026-04-20
2025-12-31	$7,563,133	59,328	-2.4%	Shares	Sole	2026-01-13
2025-09-30	$7,901,869	60,807	-2.8%	Shares	Sole	2025-10-15
2025-06-30	$8,321,824	62,556	-2.8%	Shares	Sole	2025-07-10
2025-03-31	$7,437,538	64,333	+5.7%	Shares	Sole	2025-04-10
2024-12-31	$8,999,140	60,842	-7.7%	Shares	Sole	2025-01-15
2024-09-30	$8,610,314	65,939	-5.5%	Shares	Sole	2024-11-14
2024-06-30	$7,339,753	69,743	-8.9%	Shares	Sole	2024-07-10
2024-03-31	$7,700,505	76,561	-7.5%	Shares	Sole	2024-04-10
2023-12-31	$6,858,488	82,782	-0.8%	Shares	Sole	2024-01-10
2023-09-30	$5,139,041	83,426	-0.5%	Shares	Sole	2023-10-10
2023-06-30	$4,695,376	83,846	+1.7%	Shares	Sole	2023-07-13
2023-03-31	$4,330,746	82,459	-0.6%	Shares	Sole	2023-04-20
2022-12-31	$3,850,910	82,958	+0.5%	Shares	Sole	2023-01-11
2022-09-30	$3,550,338	82,566	-0.0%	Shares	Sole	2022-10-19
2022-06-30	$3,823,831	82,606	+3.2%	Shares	Sole	2022-07-11
2022-03-31	$4,681,108	80,060	+4.0%	Shares	Sole	2022-04-13
2021-12-31	$5,735,233	76,983	+1.1%	Shares	Sole	2022-01-14
2021-09-30	$4,637,534	76,175	+5.5%	Shares	Sole	2021-10-14
2021-06-30	$4,275,824	72,178	+6.4%	Shares	Sole	2021-07-12
2021-03-31	$3,315,156	67,864	+30.0%	Shares	Sole	2021-04-12
2020-12-31	$2,113,173	52,190	—	Shares	Sole	2021-01-11
No filing history on record for this holder in this stock.