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Equibles

MONECO ADVISORS, LLC

Position in KKR — KKR & Co. Inc.

CIK 1765690 FAIRFIELD, CT
Back to KKR Full portfolio

Position in KKR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,811,278
-$4,589 QoQ
Shares Held
19,735
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#496
of 1,268 holders
Holding Since
Jun 2021
18 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, 2026

MONECO ADVISORS, LLC holds $13,154,690 across 14 Asset Management names. KKR ranks #3 (13.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 198,750 $3,704,700
2 ARCC
Ares Capital Corp
 114,350 $2,118,905
3 KKR
KKR & Co. Inc.
This page 		19,735 $1,811,278
4 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 59,742 $1,800,623
5 BX
Blackstone Inc.
 8,424 $991,252
6 BCX
BlackRock Resources & Commodities Strategy Trust
 50,129 $566,958
7 BLK
BlackRock, Inc.
 560 $538,473
8 FSK
FS KKR Capital Corp
 32,114 $337,197

All Filings in KKR

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,811,278 19,735
2026-03-31 $1,815,867 19,631
2025-12-31 $2,561,965 20,097
2025-09-30 $3,189,232 24,542
2025-06-30 $3,258,170 24,492
2025-03-31 $2,918,458 25,244
2024-12-31 $3,731,177 25,226
2024-09-30 $552,353 4,230
2024-06-30 $445,165 4,230
2024-03-31 $430,482 4,280
2023-12-31 $347,058 4,189
2023-09-30 $258,042 4,189
2023-06-30 $228,032 4,072
2023-03-31 $215,909 4,111
2022-03-31 $237,095 4,055
2021-12-31 $302,097 4,055
2021-09-30 $246,868 4,055
2021-06-30 $240,218 4,055