SAGE RHINO CAPITAL LLC

Position in KKR — KKR & Co. Inc.

CIK 1771605 MENLO PARK, CA

Position in KKR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$672,930

-$1,672 QoQ

Shares Held

7,332

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#687

of 1,265 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $2,701,610 across 4 Asset Management names. KKR ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,257	$1,208,680
2	KKR	KKR & Co. Inc. This page	7,332	$672,930
3	BX	Blackstone Inc.	5,648	$664,600
4	ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	10,000	$155,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,930	7,332	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$674,602	7,293	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$931,496	7,307	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$945,386	7,275	+0.2%	Shares	Sole	2025-10-31
2025-06-30	$966,196	7,263	-9.4%	Shares	Sole	2025-07-17
2025-03-31	$926,960	8,018	+0.6%	Shares	Sole	2025-05-01
2024-12-31	$1,178,842	7,970	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$1,040,069	7,965	+0.3%	Shares	Sole	2024-11-01
2024-06-30	$836,026	7,944	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$796,090	7,915	+0.1%	Shares	Sole	2024-04-26
2023-12-31	$655,094	7,907	0.0%	Shares	Sole	2024-02-05
2023-09-30	$487,071	7,907	0.0%	Shares	Sole	2023-10-26
2023-06-30	$442,792	7,907	+0.0%	Shares	Sole	2023-07-31
2023-03-31	$415,118	7,904	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$366,068	7,886	-0.0%	Shares	Sole	2023-02-01
2022-09-30	$339,141	7,887	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$364,718	7,879	-0.2%	Shares	Sole	2022-07-28
2022-03-31	$461,620	7,895	-24.8%	Shares	Sole	2022-04-27
2021-12-31	$782,548	10,504	0.0%	Shares	Sole	2022-02-04
2021-09-30	$639,483	10,504	+0.2%	Shares	Sole	2021-10-18
2021-06-30	$620,953	10,482	+0.3%	Shares	Sole	2021-07-27
2021-03-31	$510,726	10,455	0.0%	Shares	Sole	2021-05-04
2020-12-31	$423,322	10,455	0.0%	Shares	Sole	2021-02-03
2020-09-30	$359,024	10,455	0.0%	Shares	Sole	2020-11-05
2020-06-30	$322,850	10,455	0.0%	Shares	Sole	2020-07-30
2020-03-31	$245,378	10,455	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.