Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

KKR holding history

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

KKR overview All 13F holders of KKR Full Q2 2026 holdings

Shares (Q2 2026): 126,512
Value: $11.6M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of KKR by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	126,512	$11.6M	0.8%	+17,047+15.6%	Added	Holders
Q1 2026	109,465	$10.1M	0.8%	−235−0.2%	Reduced	Holders
Q4 2025	109,700	$14.0M	1.0%	−14,795−11.9%	Reduced	Holders
Q3 2025	124,495	$16.2M	1.2%	+3,950+3.3%	Added	Holders
Q2 2025	120,545	$16.0M	1.3%	+5,390+4.7%	Added	Holders
Q1 2025	115,155	$13.3M	1.1%	−1,440−1.2%	Reduced	Holders
Q4 2024	116,595	$17.2M	1.3%	−5,080−4.2%	Reduced	Holders
Q3 2024	121,675	$15.9M	1.3%	+755+0.6%	Added	Holders
Q2 2024	120,920	$12.7M	1.0%	−870−0.7%	Reduced	Holders
Q1 2024	121,790	$12.2M	1.0%	−22,665−15.7%	Reduced	Holders
Q4 2023	144,455	$12.0M	1.0%	−1,560−1.1%	Reduced	Holders
Q3 2023	146,015	$8.99M	0.9%	−2,600−1.7%	Reduced	Holders
Q2 2023	148,615	$8.32M	0.8%	+4,679+3.3%	Added	Holders
Q1 2023	143,936	$7.56M	0.8%	+1,935+1.4%	Added	Holders
Q4 2022	142,001	$6.59M	0.8%	−1,986−1.4%	Reduced	Holders
Q3 2022	143,987	$6.19M	0.8%	+1,200+0.8%	Added	Holders
Q2 2022	142,787	$6.61M	0.8%	−25,670−15.2%	Reduced	Holders
Q1 2022	168,457	$9.85M	0.9%	−26,725−13.7%	Reduced	Holders
Q4 2021	195,182	$14.5M	1.2%	−21,903−10.1%	Reduced	Holders
Q3 2021	217,085	$13.2M	1.2%	−800−0.4%	Reduced	Holders
Q2 2021	217,885	$12.9M	1.2%	+430+0.2%	Added	Holders
Q1 2021	217,455	$10.6M	1.1%	–	–	Holders

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