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Burkett Financial Services’s Marriott Vacations Worldwide VAC Stock Holding History

Burkett Financial Services’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35K Hold
13
– – ﹤0.01% 247
2026
Q1 		$856 Hold
13
– – ﹤0.01% 235
2025
Q4 		$749 Buy
+13
New +$768 ﹤0.01% 225

Other funds holding VAC

PCM
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Principal Financial Group
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Burkett Financial Services's VAC Position: Q2 2026 in Review

Burkett Financial Services held its Marriott Vacations Worldwide (VAC) position steady in Q2 2026 at 13 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Burkett Financial Services first reported a position in VAC in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Burkett Financial Services held 13 shares of Marriott Vacations Worldwide worth $1.35K as of Q2 2026.
  • Burkett Financial Services left its Marriott Vacations Worldwide share count unchanged in Q2 2026.
  • Marriott Vacations Worldwide made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #247 holding.
  • Burkett Financial Services first reported a position in Marriott Vacations Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.