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Livermore
Livermore
ZHEN

Wellington Shields & Co., LLC

SEC CIK
0001506073
Latest filing
Aug 10, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Wellington Shields & Co., 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)
3,000
Value
$275.3K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of KKR by Wellington Shields & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,000$275.3K0.1%00.0%UnchangedHolders
Q1 20263,000$277.5K0.1%00.0%UnchangedHolders
Q4 20253,000$382.4K0.1%00.0%UnchangedHolders
Q3 20253,000$389.9K0.1%00.0%UnchangedHolders
Q2 20253,000$399.1K0.1%00.0%UnchangedHolders
Q1 20253,000$346.8K0.1%00.0%UnchangedHolders
Q4 20243,000$443.7K0.1%00.0%UnchangedHolders
Q3 20243,000$391.7K0.1%00.0%UnchangedHolders
Q2 20243,000$315.7K0.1%00.0%UnchangedHolders
Q1 20243,000$301.7K0.1%00.0%UnchangedHolders
Q4 20233,000$248.6K0.1%00.0%UnchangedHolders
Q3 20233,000$184.8K<0.1%00.0%UnchangedHolders
Q2 20233,000$168.0K<0.1%00.0%UnchangedHolders
Q1 20233,000$157.6K<0.1%00.0%UnchangedHolders
Q4 20223,000$139.3K<0.1%00.0%UnchangedHolders
Q3 20223,000$129.0K0.1%+3,000NewHolders
Q2 20220$00.0%−5,300−100.0%Sold outHolders
Q1 20225,300$310.0K0.1%00.0%UnchangedHolders
Q4 20215,300$395.0K0.1%00.0%UnchangedHolders
Q3 20215,300$323.0K0.1%00.0%UnchangedHolders
Q2 20215,300$314.0K0.1%00.0%UnchangedHolders
Q1 20215,300$259.0K0.1%––Holders

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