Capital Group Private Client Services, Inc.
Position in KKR — KKR & Co. Inc.
CIK 1857666
Los Angeles, CA
Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,816,487
-$203,193 QoQ
Shares Held
41,583
-4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#394
of 1,265 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Group Private Client Services, Inc. holds $8,043,032 across 2 Asset Management names. KKR ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
140,091 | $4,226,545 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
41,583 | $3,816,487 |
All Filings in KKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,816,487 | 41,583 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,019,680 | 43,456 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,055,380 | 55,345 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,387,657 | 56,850 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,494,679 | 259,300 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $23,222,233 | 200,867 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $26,645,394 | 180,146 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,477,629 | 126,188 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,525,023 | 128,516 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,151,036 | 130,752 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,199,083 | 135,173 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||