Clearwater Capital Advisors, LLC

Position in KKR — KKR & Co. Inc.

CIK 1690531 HOFFMAN ESTATES, IL

Position in KKR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$704,870

-$5,530 QoQ

Shares Held

7,680

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#677

of 1,265 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearwater Capital Advisors, LLC holds $1,424,186 across 2 Asset Management names. KKR ranks #2 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BX	Blackstone Inc.	6,113	$719,316
2	KKR	KKR & Co. Inc. This page	7,680	$704,870

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,870	7,680	0.0%	Shares	Sole	2026-08-06
2026-03-31	$710,400	7,680	+64.8%	Shares	Sole	2026-05-13
2025-12-31	$593,929	4,659	0.0%	Shares	Sole	2026-02-09
2025-09-30	$605,437	4,659	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$616,860	4,637	0.0%	Shares	Sole	2025-08-12
2025-03-31	$536,083	4,637	+36.6%	Shares	Sole	2025-05-08
2024-12-31	$502,154	3,395	-5.6%	Shares	Sole	2025-02-10
2024-09-30	$469,435	3,595	0.0%	Shares	Sole	2024-11-12
2024-06-30	$378,337	3,595	-6.8%	Shares	Sole	2024-08-06
2024-03-31	$388,138	3,859	-12.6%	Shares	Sole	2024-05-09
2023-12-31	$365,865	4,416	-8.9%	Shares	Sole	2024-02-07
2023-09-30	$298,452	4,845	0.0%	Shares	Sole	2023-10-24
2023-06-30	$271,320	4,845	-9.4%	Shares	Sole	2023-08-08
2023-03-31	$280,719	5,345	-15.0%	Shares	Sole	2023-05-10
2022-12-31	$291,981	6,290	0.0%	Shares	Sole	2023-01-27
2022-09-30	$270,470	6,290	0.0%	Shares	Sole	2022-11-01
2022-03-31	$367,776	6,290	+19.1%	Shares	Sole	2022-05-03
2021-12-31	$393,360	5,280	0.0%	Shares	Sole	2022-01-26
2021-09-30	$321,446	5,280	-22.2%	Shares	Sole	2021-11-03
2021-06-30	$402,239	6,790	-5.7%	Shares	Sole	2021-08-04
2021-03-31	$351,720	7,200	—	Shares	Sole	2021-04-21
No filing history on record for this holder in this stock.