Position in KKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,239,755
+$459,245 QoQ
Shares Held
67,986
+8.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#325
of 1,265 holders
Holding Since
Sep 2022
16 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, 2026Sterling Investment Advisors, Ltd. holds $20,809,814 across 4 Asset Management names. KKR ranks #2 (30.0% of the industry book) .
All Filings in KKR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,239,755 | 67,986 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,780,510 | 62,492 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,203,384 | 56,506 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,386,487 | 56,841 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,726,781 | 58,083 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,429,303 | 55,612 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,718,259 | 58,943 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,260,882 | 63,263 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,081,178 | 67,286 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,043,416 | 70,028 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,238,190 | 75,295 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,692,626 | 76,179 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,431,056 | 79,126 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,152,966 | 79,074 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,659,938 | 78,844 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,377,220 | 78,540 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||