Position in KKR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$583,767
-$177,999 QoQ
Shares Held
6,311
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Mendel Capital Management LLC holds $2,840,143 across 8 Asset Management names. KKR ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
997 | $958,824 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
6,311 | $583,767 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
4,611 | $288,418 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
20,188 | $278,392 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
27,242 | $257,436 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
26,700 | $231,222 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
25,638 | $143,572 | |
| 8 | USA |
Liberty All Star Equity Fund
|
17,750 | $98,512 |
All Filings in KKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,767 | 6,311 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $761,766 | 5,862 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $731,665 | 5,500 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||