Position in KKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,815,867
-$746,098 QoQ
Shares Held
19,631
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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 Mar 31, 2026MONECO ADVISORS, LLC holds $10,015,077 across 12 Asset Management names. KKR ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
203,365 | $3,268,075 | |
| 2 | KKR |
KKR & Co. Inc.
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|
19,631 | $1,815,867 | |
| 3 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
60,746 | $1,620,095 | |
| 4 | BX |
Blackstone Inc.
|
8,517 | $979,369 | |
| 5 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
49,536 | $596,908 | |
| 6 | BLK |
BlackRock, Inc.
|
418 | $401,994 | |
| 7 | ARCC |
Ares Capital Corp
|
19,869 | $358,039 | |
| 8 | AMP |
Ameriprise Financial Inc
|
627 | $278,638 |
All Filings in KKR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,815,867 | 19,631 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,561,965 | 20,097 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,189,232 | 24,542 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,258,170 | 24,492 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,918,458 | 25,244 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $3,731,177 | 25,226 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $552,353 | 4,230 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $445,165 | 4,230 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $430,482 | 4,280 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $347,058 | 4,189 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $258,042 | 4,189 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $228,032 | 4,072 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $215,909 | 4,111 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $237,095 | 4,055 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $302,097 | 4,055 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $246,868 | 4,055 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $240,218 | 4,055 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||