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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Consilium Wealth Advisory, 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)
8,556
Value
$785.3K
% of portfolio
0.2%
Quarters held
6
Since Q1 2025
Holdings of KKR by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,556$785.3K0.2%+57+0.7%AddedHolders
Q1 20268,499$786.2K0.3%−1,140−11.8%ReducedHolders
Q4 20259,639$1.23M0.5%+971+11.2%AddedHolders
Q3 20258,668$1.13M0.4%−633−6.8%ReducedHolders
Q2 20259,301$1.24M0.5%+4,855+109.2%AddedHolders
Q1 20254,446$514.0K0.3%+4,446NewHolders