Cornerstone Planning Group LLC

Position in KKR — KKR & Co. Inc.

CIK 1822587 FAIRFIELD, NJ

Position in KKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$94,716

-$1,484 QoQ

Shares Held

1,032

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,054

of 1,268 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,066,727 across 35 Asset Management names. KKR ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	515	$236,261
2	BLK	BlackRock, Inc.	132	$126,925
3	KKR	KKR & Co. Inc. This page	1,032	$94,716
4	EQH	Equitable Holdings, Inc.	1,693	$74,288
5	APO	Apollo Global Management, Inc.	594	$70,276
6	EOS	Eaton Vance Enhanced Equity Income Fund II	2,751	$60,632
7	RJF	Raymond James Financial Inc	314	$47,737
8	NEA	Nuveen AMT-Free Quality Municipal Income Fund	3,729	$43,778

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,716	1,032	-0.8%	Shares	Sole	2026-07-29
2026-03-31	$96,200	1,040	+10.3%	Shares	Sole	2026-05-06
2025-12-31	$120,213	943	+0.3%	Shares	Sole	2026-02-02
2025-09-30	$122,153	940	+1.3%	Shares	Sole	2025-11-04
2025-06-30	$123,451	928	+3.2%	Shares	Sole	2025-08-11
2025-03-31	$103,933	899	+4.3%	Shares	Sole	2025-04-30
2024-12-31	$127,498	862	+0.8%	Shares	Sole	2025-01-29
2024-09-30	$111,645	855	+0.9%	Shares	Sole	2024-11-05
2024-06-30	$89,138	847	+6415.4%	Shares	Sole	2024-08-13
2024-03-31	$1,307	13	+85.7%	Shares	Sole	2024-05-07
2023-09-30	$431	7	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.