Boltwood Capital Management

Position in KKR — KKR & Co. Inc.

CIK 1563690 WALNUT CREEK, CA

Position in KKR

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$318,384

+$11,377 QoQ

Shares Held

3,469

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#871

of 1,265 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Boltwood Capital Management holds $1,993,302 across 3 Asset Management names. KKR ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	8,996	$1,058,559
2	BLK	BlackRock, Inc.	641	$616,359
3	KKR	KKR & Co. Inc. This page	3,469	$318,384

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,384	3,469	+4.5%	Shares	Sole	2026-07-06
2026-03-31	$307,007	3,319	+52.1%	Shares	Sole	2026-04-08
2025-12-31	$278,161	2,182	—	Shares	Sole	2026-01-02
No filing history on record for this holder in this stock.