Waverly Advisors, LLC

Position in KKR — KKR & Co. Inc.

CIK 1568787 BIRMINGHAM, AL

Position in KKR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,465,912

+$467,911 QoQ

Shares Held

113,145

+44.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 15.273321843651951.ToString("F0")% Shared 0.ToString("F0")% None 84.72667815634804.ToString("F0")%

Financial Services · as of Mar 31, 2026

Waverly Advisors, LLC holds $113,231,303 across 79 Asset Management names. KKR ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	21,609	$20,781,591
2	BX	Blackstone Inc.	138,051	$15,874,484
3	KKR	KKR & Co. Inc. This page	113,145	$10,465,912
4	RJF	Raymond James Financial Inc	52,198	$7,557,748
5	HASI	HA Sustainable Infrastructure Capital, Inc.	203,785	$7,489,098
6	STT	State Street Corp	39,280	$4,971,276
7	ARCC	Ares Capital Corp	186,373	$3,358,441
8	PSLV	Sprott Physical Silver Trust	118,250	$2,884,117

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,465,912	113,145	+44.3%	Shares	Sole	2026-05-15
2025-12-31	$9,998,001	78,428	+228.5%	Shares	Sole	2026-02-17
2025-09-30	$3,102,816	23,877	-4.0%	Shares	Sole	2025-11-14
2025-06-30	$3,307,923	24,866	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$2,854,873	24,694	-4.8%	Shares	Sole	2025-05-15
2024-12-31	$3,837,524	25,945	+21.8%	Shares	Sole	2025-02-14
2024-09-30	$2,781,092	21,298	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$2,291,811	21,777	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$2,187,816	21,752	-0.6%	Shares	Sole	2024-05-15
2023-12-31	$1,812,426	21,876	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.