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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KKR overviewAll 13F holders of KKRFull Q2 2026 holdings

Shares (Q2 2026)
21,923
Value
$2.01M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KKR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,923$2.01M<0.1%−2,607−10.6%ReducedHolders
Q1 202624,530$2.27M<0.1%+5,545+29.2%AddedHolders
Q4 202518,985$2.42M<0.1%+2,166+12.9%AddedHolders
Q3 202516,819$2.19M<0.1%+165+1.0%AddedHolders
Q2 202516,654$2.22M<0.1%−549−3.2%ReducedHolders
Q1 202517,203$1.99M<0.1%+2,468+16.7%AddedHolders
Q4 202414,735$2.18M<0.1%−8,029−35.3%ReducedHolders
Q3 202422,764$2.97M<0.1%+187+0.8%AddedHolders
Q2 202422,577$2.38M<0.1%+1,393+6.6%AddedHolders
Q1 202421,184$2.12M0.1%−189−0.9%ReducedHolders
Q4 202321,373$1.77M0.1%+16+0.1%AddedHolders
Q3 202321,357$1.32M0.1%−2,732−11.3%ReducedHolders
Q2 202324,089$1.35M0.1%+24,021+35,325.0%AddedHolders
Q1 202368$3.57K<0.1%00.0%UnchangedHolders
Q4 202268$3.16K<0.1%−222−76.6%ReducedHolders
Q3 2022290$12.0K<0.1%+222+326.5%AddedHolders
Q2 202268$3.00K<0.1%00.0%UnchangedHolders
Q1 202268$4.00K<0.1%00.0%UnchangedHolders
Q4 202168$5.00K<0.1%−54−44.3%ReducedHolders
Q3 2021122$7.00K<0.1%+54+79.4%AddedHolders
Q2 202168$4.00K<0.1%00.0%UnchangedHolders
Q1 202168$3.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.