Position in KKR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,339,770
+$41,004 QoQ
Shares Held
14,484
+42.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Darwin Wealth Management, LLC holds $2,467,443 across 20 Asset Management names. KKR ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
14,484 | $1,339,770 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
15,359 | $544,322 | |
| 3 | RJF |
Raymond James Financial Inc
|
2,441 | $353,432 | |
| 4 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
9,776 | $93,751 | |
| 5 | APO |
Apollo Global Management, Inc.
|
310 | $34,540 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
848 | $22,836 | |
| 7 | IIM |
Invesco Value Municipal Income Trust
|
1,473 | $17,911 | |
| 8 | CG |
Carlyle Group Inc.
|
244 | $11,807 |
All Filings in KKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,339,770 | 14,484 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,298,766 | 10,188 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,113,801 | 8,571 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,170,397 | 8,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $853,548 | 7,383 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $1,092,019 | 7,383 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $113,865 | 872 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||