Rothwell Investment Advisors, LLC’s TKO Group TKO Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio TKO Stock Details TKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.05K	Buy	+23	New	+$4.33K	﹤0.01%	940

Other funds holding TKO

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TKO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in TKO Group (TKO) in Q3 2026: 23 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

274 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

Rothwell Investment Advisors, LLC held 23 shares of TKO Group worth $4.05K as of Q3 2026.
TKO Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
TKO Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #940 holding.
274 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.