Cornerstone Planning Group’s TKO Group TKO Stock Holding History

Cornerstone Planning Group’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	$26.9K	Hold	148	–	–	﹤0.01%	578
2026 Q1	$27.6K	Buy	148 +125	+543%	+$25.6K	﹤0.01%	571
2025 Q4	$4.48K	Sell	23 -189	-89%	-$36.7K	﹤0.01%	1018
2025 Q3	$28.4K	Buy	212 +191	+910%	+$34.9K	﹤0.01%	478
2025 Q2	$3.43K	Hold	21	–	–	﹤0.01%	810
2025 Q1	$3.17K	Buy	21 +3	+17%	+$458	﹤0.01%	861
2024 Q4	$2.76K	Hold	18	–	–	﹤0.01%	707
2024 Q3	$2.09K	Hold	18	–	–	﹤0.01%	763
2024 Q2	$1.94K	Hold	18	–	–	﹤0.01%	779
2024 Q1	$1.77K	Sell	18 -8	-31%	-$666	﹤0.01%	682
2023 Q4	$2.12K	Buy	26 +20	+333%	+$1.59K	﹤0.01%	621
2023 Q3	$504	Buy	+6	New	+$557	﹤0.01%	890

Other funds holding TKO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Munro Partners Melbourne, Australia $4.54B AUM 84.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AAS

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

Cornerstone Planning Group's TKO Position: Q2 2026 in Review

Cornerstone Planning Group held its TKO Group (TKO) position steady in Q2 2026 at 148 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Cornerstone Planning Group first reported a position in TKO in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.4K in Q3 2025. 350 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

Cornerstone Planning Group held 148 shares of TKO Group worth $26.9K as of Q2 2026.
Cornerstone Planning Group left its TKO Group share count unchanged in Q2 2026.
TKO Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #578 holding.
Cornerstone Planning Group first reported a position in TKO Group in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's TKO Group position peaked at $28.4K in Q3 2025.
350 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.