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BigSur Wealth Management’s TKO Group TKO Stock Holding History

BigSur Wealth Management’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
Q2 		$1.46M Buy
7,250
+1,000
+16% +$195K 0.35% 78
2026
Q1 		$1.26M Buy
6,250
+4,000
+178% +$818K 0.35% 78
2025
Q4 		$470K Hold
2,250
– – 0.11% 121
2025
Q3 		$454K Hold
2,250
– – 0.11% 124
2025
Q2 		$409K Hold
2,250
– – 0.1% 130
2025
Q1 		$344K Hold
2,250
– – 0.09% 128
2024
Q4 		$320K Buy
+2,250
New +$294K 0.09% 124

Other funds holding TKO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

BigSur Wealth Management's TKO Position: Q2 2026 in Review

BigSur Wealth Management increased its TKO Group (TKO) stake by 16% in Q2 2026, buying an estimated $195K and bringing the position to 7,250 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #78.

BigSur Wealth Management first reported a position in TKO in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • BigSur Wealth Management held 7,250 shares of TKO Group worth $1.46M as of Q2 2026.
  • BigSur Wealth Management bought 1,000 TKO Group shares in Q2 2026, an estimated $195K.
  • TKO Group made up 0.35% of BigSur Wealth Management's portfolio in Q2 2026, its #78 holding.
  • BigSur Wealth Management first reported a position in TKO Group in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.