SWEENEY & MICHEL, LLC

Position in KKR — KKR & Co. Inc.

CIK 1979556 CHICO, CA

Position in KKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$264,509

-$1,521 QoQ

Shares Held

2,882

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#920

of 1,267 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SWEENEY & MICHEL, LLC holds $3,110,226 across 7 Asset Management names. KKR ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RQI	Cohen & Steers Quality Income Realty Fund Inc	65,484	$806,108
2	BX	Blackstone Inc.	5,330	$627,181
3	NCA	Nuveen California Municipal Value Fund	64,704	$603,688
4	OBDC	Blue Owl Capital Corp	30,000	$326,100
5	TRIN	Trinity Capital Inc.	18,104	$323,880
6	KKR	KKR & Co. Inc. This page	2,882	$264,509
7	MSDL	Morgan Stanley Direct Lending Fund	10,500	$158,760

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,509	2,882	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$266,030	2,876	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$365,867	2,870	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$372,436	2,866	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$380,731	2,862	-18.1%	Shares	Sole	2025-07-14
2025-03-31	$403,825	3,493	-26.2%	Shares	Sole	2025-04-09
2024-09-30	$617,773	4,731	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$497,153	4,724	+0.1%	Shares	Sole	2024-07-10
2024-03-31	$474,435	4,717	+0.4%	Shares	Sole	2024-05-16
2023-09-30	$289,396	4,698	+0.3%	Shares	Sole	2023-11-09
2023-06-30	$262,360	4,685	0.0%	Shares	Sole	2023-08-09
2023-03-31	$246,056	4,685	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.