Moss Adams Wealth Advisors LLC

Position in KKR — KKR & Co. Inc.

CIK 1661245 SEATTLE, WA

Position in KKR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$273,411

+$28,268 QoQ

Shares Held

2,979

+54.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#908

of 1,261 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Financial Services · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $1,779,032 across 5 Asset Management names. KKR ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	4,670	$549,517
2	BLK	BlackRock, Inc.	545	$524,049
3	APO	Apollo Global Management, Inc.	2,414	$285,600
4	KKR	KKR & Co. Inc. This page	2,979	$273,411
5	FCT	First Trust Senior Floating Rate Income Fund II	15,161	$146,455

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,411	2,979	+54.9%	Shares	Other	2026-07-27
2025-12-31	$245,143	1,923	+1.9%	Shares	Other	2026-01-26
2025-09-30	$245,214	1,887	+2.8%	Shares	Other	2025-10-21
2025-06-30	$244,242	1,836	—	Shares	Other	2025-07-17
No filing history on record for this holder in this stock.