SEC 13F Intelligence

Triangle Securities Wealth Management / KKR

Triangle Securities Wealth Management’s Kkr & Co Inc Position

Does Triangle Securities Wealth Management own Kkr & Co Inc (KKR)? Yes — 57.8K shares worth $5M (+1.05% of its 13F portfolio) as of Q2 2026, down from 58.4K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
57.8K
% of Portfolio
+1.05%
Quarters Held
23
currently held

Position History KKR

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $5MQ3 ’21Q4 ’21: $6MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $7MQ3 ’24: $9MQ3 ’24Q4 ’24: $9MQ1 ’25: $7MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $8MQ1 ’26: $5MQ1 ’26Q2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202657.8K$5M+1.05%
Q1 202658.4K$5M+1.23%
Q4 202559.3K$8M+1.59%
Q3 202560.8K$8M+1.79%
Q2 202562.6K$8M+2.05%
Q1 202564.3K$7M+1.91%
Q4 202460.8K$9M+2.31%
Q3 202465.9K$9M+2.23%
Q2 202469.7K$7M+2.07%
Q1 202476.6K$8M+2.19%
Q4 202382.8K$7M+2.13%
Q3 202383.4K$5M+1.83%
Q2 202383.8K$5M+1.62%
Q1 202382.5K$4M+1.55%
Q4 202283.0K$4M+1.41%
Q3 202282.6K$4M+1.45%
Q2 202282.6K$4M+1.49%
Q1 202280.1K$5M+1.57%
Q4 202177.0K$6M+1.79%
Q3 202176.2K$5M+1.57%
Q2 202172.2K$4M+1.45%
Q1 202167.9K$3M+1.20%
Q4 202052.2K$2M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of KKR.