Capital Analysts, LLC

Position in KKR — KKR & Co. Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in KKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,974,874

-$812,476 QoQ

Shares Held

21,350

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Capital Analysts, LLC holds $11,297,203 across 36 Asset Management names. KKR ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	4,606	$4,429,635
2	KKR	KKR & Co. Inc. This page	21,350	$1,974,874
3	BX	Blackstone Inc.	10,319	$1,186,581
4	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	34,194	$686,273
5	MSD	Morgan Stanley Emerging Markets Debt Fund Inc	66,245	$465,039
6	GOF	Guggenheim Strategic Opportunities Fund	37,367	$411,783
7	PTY	Pimco Corporate & Income Opportunity Fund	32,953	$397,413
8	GAM	General American Investors Co Inc	5,102	$298,313

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,974,874	21,350	-2.4%	Shares	Defined	2026-05-14
2025-12-31	$2,787,350	21,865	-0.6%	Shares	Defined	2026-02-11
2025-09-30	$2,858,379	21,996	+0.1%	Shares	Defined	2025-11-14
2025-06-30	$2,923,466	21,976	+0.1%	Shares	Defined	2025-08-13
2025-03-31	$2,537,176	21,946	-28.1%	Shares	Defined	2025-05-14
2024-12-31	$4,515,248	30,527	-7.3%	Shares	Defined	2025-02-14
2024-09-30	$4,300,390	32,933	+0.1%	Shares	Defined	2024-11-13
2024-06-30	$3,461,238	32,889	+0.2%	Shares	Defined	2024-08-14
2024-03-31	$3,302,141	32,831	+1.4%	Shares	Defined	2024-05-14
2023-12-31	$2,681,274	32,363	-8.7%	Shares	Defined	2024-01-30
2023-09-30	$2,183,843	35,452	+18.4%	Shares	Defined	2023-11-13
2023-06-30	$1,677,200	29,950	+18.7%	Shares	Defined	2023-08-11
2023-03-31	$1,325,499	25,238	+125.1%	Shares	Defined	2023-05-05
2022-12-31	$520,368	11,210	+1236.1%	Shares	Defined	2023-02-08
2022-09-30	$36,077	839	-52.3%	Shares	Defined	2022-11-14
2022-06-30	$81,377	1,758	+339.5%	Shares	Defined	2022-08-12
2022-03-31	$23,388	400	-77.2%	Shares	Defined	2022-05-12
2021-12-31	$130,524	1,752	-29.6%	Shares	Defined	2022-02-10
2021-09-30	$151,469	2,488	+522.0%	Shares	Defined	2021-11-04
2021-06-30	$23,696	400	0.0%	Shares	Defined	2021-11-15
2021-03-31	$19,540	400	—	Shares	Defined	2021-05-17
No filing history on record for this holder in this stock.