Position in KKR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$315,356
-$1,231,614 QoQ
Shares Held
3,436
-79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#873
of 1,265 holders
Holding Since
Jun 2025
5 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, 2026Waterway Wealth Management, LLC holds $1,194,221 across 2 Asset Management names. KKR ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
914 | $878,865 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
3,436 | $315,356 |
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,356 | 3,436 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,546,970 | 16,724 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,990,345 | 15,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,401,900 | 10,788 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,001,715 | 7,530 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||