Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,518
-$279 QoQ
Shares Held
387
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,106
of 1,261 holders
Holding Since
Dec 2021
19 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, 2026Western Pacific Wealth Management, LP holds $453,594 across 6 Asset Management names. KKR ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
11,261 | $208,666 | |
| 2 | CG |
Carlyle Group Inc.
|
2,478 | $104,348 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
1,500 | $80,805 | |
| 4 | KKR |
KKR & Co. Inc.
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|
387 | $35,518 | |
| 5 | BX |
Blackstone Inc.
|
182 | $21,415 | |
| 6 | TROW |
Price T Rowe Group Inc
|
25 | $2,842 |
All Filings in KKR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,518 | 387 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,797 | 387 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $36,586 | 287 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,295 | 287 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,179 | 287 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $38,382 | 332 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $49,106 | 332 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $49,881 | 382 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $40,201 | 382 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,058 | 100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $306,627 | 3,701 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $219,665 | 3,566 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $179,256 | 3,201 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $168,116 | 3,201 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $148,590 | 3,201 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $95,933 | 2,231 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $127,251 | 2,749 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $195,640 | 3,346 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $249,277 | 3,346 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||