Position in KKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$543,612
+$279,814 QoQ
Shares Held
5,923
+198.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#743
of 1,261 holders
Holding Since
Mar 2023
8 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, 2026Carmel Capital Partners, LLC holds $7,088,232 across 6 Asset Management names. KKR ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
69,851 | $2,974,954 | |
| 2 | APO |
Apollo Global Management, Inc.
|
22,282 | $2,636,183 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
5,923 | $543,612 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
10,606 | $426,679 | |
| 5 | BX |
Blackstone Inc.
|
2,886 | $339,595 | |
| 6 | MSIF |
Msc Income Fund, Inc.
|
14,452 | $167,209 |
All Filings in KKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,612 | 5,923 | Shares | Sole | 2026-07-30 | |
| 2025-06-30 | $263,798 | 1,983 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $204,282 | 1,767 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $261,356 | 1,767 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $237,525 | 1,819 | Shares | Sole | 2024-11-01 | |
| 2023-09-30 | $150,057 | 2,436 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $107,744 | 1,924 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $101,048 | 1,924 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||