LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in KKR — KKR & Co. Inc.
CIK 932974
BOSTON, MA
Position in KKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,440,303
+$10,901 QoQ
Shares Held
15,693
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#537
of 1,269 holders
Holding Since
Dec 2024
7 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,603,530 across 11 Asset Management names. KKR ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
26,533 | $4,499,996 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
79,596 | $3,108,223 | |
| 3 | BX |
Blackstone Inc.
|
13,141 | $1,546,301 | |
| 4 | KKR |
KKR & Co. Inc.
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|
15,693 | $1,440,303 | |
| 5 | BLK |
BlackRock, Inc.
|
1,434 | $1,378,877 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,730 | $256,990 | |
| 7 | NTRS |
Northern Trust Corp
|
1,200 | $208,608 | |
| 8 | PFG |
Principal Financial Group Inc
|
950 | $102,391 |
All Filings in KKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,440,303 | 15,693 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,429,402 | 15,453 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,969,948 | 15,453 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,949,250 | 15,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,995,450 | 15,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,734,150 | 15,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,218,650 | 15,000 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||