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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Segment Wealth Management, 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)
18,699
Value
$1.72M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KKR by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,699$1.72M0.1%+7,705+70.1%AddedHolders
Q1 202610,994$1.02M0.1%+215+2.0%AddedHolders
Q4 202510,779$1.37M0.1%00.0%UnchangedHolders
Q3 202510,779$1.40M0.1%−1,516−12.3%ReducedHolders
Q2 202512,295$1.64M0.1%+2,320+23.3%AddedHolders
Q1 20259,975$1.15M0.1%+625+6.7%AddedHolders
Q4 20249,350$1.38M0.1%+500+5.6%AddedHolders
Q3 20248,850$1.16M0.1%00.0%UnchangedHolders
Q2 20248,850$931.4K0.1%00.0%UnchangedHolders
Q1 20248,850$890.1K0.1%00.0%UnchangedHolders
Q4 20238,850$733.2K0.1%00.0%UnchangedHolders
Q3 20238,850$545.2K0.1%00.0%UnchangedHolders
Q2 20238,850$495.6K0.1%00.0%UnchangedHolders
Q1 20238,850$464.8K0.1%00.0%UnchangedHolders
Q4 20228,850$410.8K<0.1%00.0%UnchangedHolders
Q3 20228,850$381.0K<0.1%00.0%UnchangedHolders
Q2 20228,850$410.0K0.1%00.0%UnchangedHolders
Q1 20228,850$517.0K0.1%00.0%UnchangedHolders
Q4 20218,850$659.0K0.1%−600−6.3%ReducedHolders
Q3 20219,450$575.0K0.1%00.0%UnchangedHolders
Q2 20219,450$560.0K0.1%00.0%UnchangedHolders
Q1 20219,450$462.0K0.1%––Holders

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