Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$252,762
-$97,425 QoQ
Shares Held
2,754
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#930
of 1,265 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Oak Barrel Wealth Advisory LLC holds $541,994 across 2 Asset Management names. KKR ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,458 | $289,232 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
2,754 | $252,762 |
All Filings in KKR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,762 | 2,754 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $350,187 | 2,747 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||