Stamos Capital Partners, L.P.

Position in KKR — KKR & Co. Inc.

CIK 1705399 Menlo Park, CA

Position in KKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$513,050

+$295,028 QoQ

Shares Held

5,590

+137.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#757

of 1,265 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $19,830,536 across 5 Asset Management names. KKR ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	7,548	$7,257,854
2	BX	Blackstone Inc.	50,628	$5,957,396
3	BN	BROOKFIELD Corp /ON/	131,121	$5,584,443
4	BAM	Brookfield Asset Management Ltd.	11,545	$517,793
5	KKR	KKR & Co. Inc. This page	5,590	$513,050

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,050	5,590	+137.2%	Shares	Sole	2026-08-13
2026-03-31	$218,022	2,357	+18.7%	Shares	Sole	2026-05-14
2025-09-30	$258,080	1,986	-64.7%	Shares	Sole	2025-11-13
2025-06-30	$747,628	5,620	+65.1%	Shares	Sole	2025-08-14
2025-03-31	$393,420	3,403	-12.7%	Shares	Sole	2025-05-14
2024-09-30	$509,262	3,900	-58.0%	Shares	Sole	2024-11-13
2024-06-30	$976,627	9,280	-5.3%	Shares	Sole	2024-08-13
2024-03-31	$985,684	9,800	+65.5%	Shares	Sole	2024-05-14
2023-12-31	$490,472	5,920	-64.8%	Shares	Sole	2024-02-13
2023-09-30	$1,034,880	16,800	-21.6%	Shares	Sole	2023-11-13
2022-12-31	$995,244	21,440	+15.0%	Shares	Sole	2023-02-13
2022-09-30	$801,950	18,650	-26.2%	Shares	Sole	2022-11-14
2022-06-30	$1,169,748	25,270	+45.2%	Shares	Sole	2022-08-12
2022-03-31	$1,017,378	17,400	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.