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Concurrent Investment Advisors’s TKO Group TKO Stock Holding History

Concurrent Investment Advisors’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 		$519K Buy
2,576
+710
+38% +$138K ﹤0.01% 1382
2026
Q1 		$376K Buy
1,866
+429
+30% +$87.7K ﹤0.01% 1362
2025
Q4 		$300K Buy
1,437
+145
+11% +$28.2K ﹤0.01% 1402
2025
Q3 		$261K Buy
1,292
+24
+2% +$4.39K ﹤0.01% 1216
2025
Q2 		$231K Buy
+1,268
New +$204K ﹤0.01% 1199

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
DSAM
Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

Concurrent Investment Advisors's TKO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its TKO Group (TKO) stake by 38% in Q2 2026, buying an estimated $138K and bringing the position to 2,576 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Concurrent Investment Advisors first reported a position in TKO in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Concurrent Investment Advisors held 2,576 shares of TKO Group worth $519K as of Q2 2026.
  • Concurrent Investment Advisors bought 710 TKO Group shares in Q2 2026, an estimated $138K.
  • TKO Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1382 holding.
  • Concurrent Investment Advisors first reported a position in TKO Group in Q2 2025 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.