Position in KKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$369,598
-$2,437 QoQ
Shares Held
4,027
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#205
of 396 holders
Holding Since
Dec 2022
15 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $8,632,823 across 6 Asset Management names. KKR ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
57,443 | $6,759,317 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
29,600 | $893,032 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
4,027 | $369,598 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,383 | $256,839 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
|
14,250 | $218,737 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
10,000 | $135,300 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,598 | 4,027 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $372,035 | 4,022 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $513,616 | 4,029 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $522,658 | 4,022 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $535,046 | 4,022 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $464,983 | 4,022 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $594,894 | 4,022 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $525,192 | 4,022 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $423,275 | 4,022 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $404,532 | 4,022 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $666,444 | 8,044 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $247,755 | 4,022 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $225,232 | 4,022 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $211,235 | 4,022 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $208,704 | 4,496 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||