Congress Asset Management’s TKO Group TKO Stock Holding History

Congress Asset 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	$142M	Sell	706,691 -21,115	-3%	-$4.12M	0.88%	32
2026 Q1	$147M	Buy	727,806 +180,876	+33%	+$37M	1.05%	19
2025 Q4	$114M	Buy	546,930 +1,851	+0.3%	+$360K	0.8%	37
2025 Q3	$110M	Buy	545,079 +94,100	+21%	+$17.2M	0.73%	46
2025 Q2	$82.1M	Buy	+450,979	New	+$72.4M	0.56%	68

Other funds holding TKO

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Congress Asset Management's TKO Position: Q2 2026 in Review

Congress Asset Management reduced its TKO Group (TKO) stake by 2.9% in Q2 2026, selling an estimated $4.12M and leaving 706,691 shares worth $142M. The position accounts for 0.88% of the portfolio, ranked #32.

Congress Asset Management first reported a position in TKO in Q2 2025 and has held it in 5 quarters since. The position peaked at $147M in Q1 2026. 123 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

Congress Asset Management held 706,691 shares of TKO Group worth $142M as of Q2 2026.
Congress Asset Management sold 21,115 TKO Group shares in Q2 2026, an estimated $4.12M.
TKO Group made up 0.88% of Congress Asset Management's portfolio in Q2 2026, its #32 holding.
Congress Asset Management first reported a position in TKO Group in Q2 2025 and has held it in 5 quarters since.
Congress Asset Management's TKO Group position peaked at $147M in Q1 2026.
123 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.