Position in KKR
as of Sep 30, 2026
· filed Oct 9, 2026
Position Value
$1,332,067
+$789,005 QoQ
Shares Held
14,590
+146.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#9
of 52 holders
Holding Since
Mar 2024
11 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 Sep 30, 2026Wedmont Private Capital holds $21,714,961 across 31 Asset Management names. KKR ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,616 | $2,768,486 | |
| 2 | BX |
Blackstone Inc.
|
23,206 | $2,601,160 | |
| 3 | AMP |
Ameriprise Financial Inc
|
3,843 | $1,892,101 | |
| 4 | RJF |
Raymond James Financial Inc
|
11,090 | $1,752,441 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
44,199 | $1,382,102 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
14,590 | $1,332,067 | |
| 7 | STT |
State Street Corp
|
40,451 | $1,311,694 | |
| 8 | MAIN |
Main Street Capital CORP
|
18,730 | $1,031,086 |
All Filings in KKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $1,332,067 | 14,590 | Shares | Sole | 2026-10-09 | |
| 2026-06-30 | $543,062 | 5,917 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $429,200 | 4,640 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $904,470 | 7,095 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $916,537 | 7,053 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $832,501 | 6,258 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $631,808 | 5,465 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $638,971 | 4,320 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,424,497 | 10,909 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $315,299 | 2,996 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $227,612 | 2,263 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||