Position in KKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,953,698
-$377,429 QoQ
Shares Held
43,078
-8.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#386
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $68,788,149 across 16 Asset Management names. KKR ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
2,259,024 | $25,526,971 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,193,180 | $15,368,158 | |
| 3 | BX |
Blackstone Inc.
|
45,665 | $5,373,400 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,450 | $3,957,469 | |
| 5 | KKR |
KKR & Co. Inc.
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|
43,078 | $3,953,698 | |
| 6 | ARES |
Ares Management Corp
|
34,460 | $3,835,742 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
414,174 | $3,176,714 | |
| 8 | CG |
Carlyle Group Inc.
|
49,352 | $2,078,212 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,953,698 | 43,078 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,331,127 | 46,823 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,116,617 | 47,981 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,418,100 | 49,389 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,210,359 | 54,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,322,710 | 54,690 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $7,424,342 | 50,195 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,952,079 | 53,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,030,672 | 57,304 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,779,125 | 57,458 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,779,285 | 57,686 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,693,351 | 59,957 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,361,960 | 60,035 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $3,362,067 | 64,015 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,009,269 | 64,827 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,972,160 | 69,120 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,216,692 | 69,490 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $4,152,188 | 71,014 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,330,400 | 71,549 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $4,365,826 | 71,712 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $4,248,218 | 71,712 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,505,085 | 71,752 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,437,196 | 84,890 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,915,122 | 84,890 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,667,074 | 86,369 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,091,270 | 89,104 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||