Compound Planning, Inc.

Position in KKR — KKR & Co. Inc.

CIK 1978879 NEW YORK, NY

Position in KKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,008,637

-$235,520 QoQ

Shares Held

21,715

+23.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 31.844347225420215.ToString("F0")% Shared 0.ToString("F0")% None 68.15565277457979.ToString("F0")%

Financial Services · as of Mar 31, 2026

Compound Planning, Inc. holds $38,871,876 across 66 Asset Management names. KKR ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	191,820	$3,186,130
2	PSLV	Sprott Physical Silver Trust	114,557	$2,794,045
3	BX	Blackstone Inc.	23,148	$2,661,788
4	BLK	BlackRock, Inc.	2,111	$2,030,169
5	KKR	KKR & Co. Inc. This page	21,715	$2,008,637
6	PHYS	Sprott Physical Gold Trust	44,841	$1,589,165
7	DNP	Dnp Select Income Fund Inc	108,406	$1,116,581
8	BN	BROOKFIELD Corp /ON/	27,036	$1,094,146

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,008,637	21,715	+23.4%	Shares	Sole	2026-05-14
2025-12-31	$2,244,157	17,604	+68.8%	Shares	Defined	2026-02-19
2025-09-30	$1,355,638	10,432	+5.5%	Shares	Sole	2025-11-10
2025-06-30	$1,314,868	9,884	+17.8%	Shares	Sole	2025-08-14
2025-03-31	$970,314	8,393	+66.8%	Shares	Sole	2025-05-14
2024-12-31	$744,135	5,031	+9.8%	Shares	Sole	2025-01-17
2024-09-30	$598,317	4,582	+28.3%	Shares	Sole	2024-10-08
2024-06-30	$375,706	3,570	+71.2%	Shares	Sole	2024-07-26
2024-03-31	$209,709	2,085	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.