BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in KKR — KKR & Co. Inc.

CIK 911274 CANTON, OH

Position in KKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$444,306

+$92,621 QoQ

Shares Held

4,841

+27.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#789

of 1,265 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $1,823,960 across 5 Asset Management names. KKR ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	482	$463,471
2	KKR	KKR & Co. Inc. This page	4,841	$444,306
3	CEF	Sprott Physical Gold & Silver Trust	10,321	$415,213
4	NTRS	Northern Trust Corp	1,718	$298,657
5	AMP	Ameriprise Financial Inc	441	$202,313

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,306	4,841	+27.3%	Shares	Sole	2026-07-29
2026-03-31	$351,685	3,802	+37.3%	Shares	Sole	2026-04-16
2025-09-30	$359,961	2,770	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$368,094	2,767	+12.2%	Shares	Sole	2025-08-07
2025-03-31	$285,209	2,467	+182.9%	Shares	Sole	2025-04-08
2020-06-30	$26,927	872	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.