Position in KKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,348,059
-$22,186 QoQ
Shares Held
156,331
+0.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#213
of 1,261 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $16,762,803 across 4 Asset Management names. KKR ranks #1 (85.6% of the industry book) .
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,348,059 | 156,331 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,370,245 | 155,354 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $20,092,505 | 157,613 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,584,209 | 158,401 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,393,618 | 160,818 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $19,388,375 | 167,705 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,682,037 | 166,872 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,449,984 | 164,267 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $16,995,102 | 161,489 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,968,784 | 158,767 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,110,019 | 134,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,030,952 | 32,970 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,749,440 | 31,240 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||