Position in KKR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$266,030
-$99,837 QoQ
Shares Held
2,876
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SWEENEY & MICHEL, LLC holds $2,821,492 across 6 Asset Management names. KKR ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
64,872 | $781,707 | |
| 2 | NCA |
Nuveen California Municipal Value Fund
|
69,522 | $652,116 | |
| 3 | BX |
Blackstone Inc.
|
5,293 | $608,642 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
33,130 | $366,417 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
2,876 | $266,030 | |
| 6 | MSDL |
Morgan Stanley Direct Lending Fund
|
10,500 | $146,580 |
All Filings in KKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,030 | 2,876 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $365,867 | 2,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $372,436 | 2,866 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $380,731 | 2,862 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $403,825 | 3,493 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $617,773 | 4,731 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $497,153 | 4,724 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $474,435 | 4,717 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $289,396 | 4,698 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $262,360 | 4,685 | 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. | ||||||