Creative Planning
TKO icon

Creative Planning’s TKO Group TKO Stock Holding History

Creative Planning’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
Q1 		$3.15M Buy
15,606
+472
+3% +$96.5K ﹤0.01% 1544
2025
Q4 		$3.16M Buy
15,134
+1,172
+8% +$228K ﹤0.01% 1352
2025
Q3 		$2.82M Buy
13,962
+1,706
+14% +$312K ﹤0.01% 1271
2025
Q2 		$2.23M Buy
12,256
+1,156
+10% +$186K ﹤0.01% 1239
2025
Q1 		$1.7M Buy
11,100
+970
+10% +$148K ﹤0.01% 1301
2024
Q4 		$1.44M Buy
10,130
+139
+1% +$18.2K ﹤0.01% 1364
2024
Q3 		$1.24M Buy
9,991
+6
+0.1% +$686 ﹤0.01% 1354
2024
Q2 		$1.08M Buy
9,985
+816
+9% +$82.9K ﹤0.01% 1354
2024
Q1 		$792K Sell
9,169
-890
-9% -$74.1K ﹤0.01% 1514
2023
Q4 		$821K Sell
10,059
-1,843
-15% -$146K ﹤0.01% 1346
2023
Q3 		$1M Buy
+11,902
New +$1.1M ﹤0.01% 1158

Other funds holding TKO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's TKO Position: Q1 2026 in Review

Creative Planning increased its TKO Group (TKO) stake by 3.1% in Q1 2026, buying an estimated $96.5K and bringing the position to 15,606 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Creative Planning first reported a position in TKO in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2025. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Creative Planning held 15,606 shares of TKO Group worth $3.15M as of Q1 2026.
  • Creative Planning bought 472 TKO Group shares in Q1 2026, an estimated $96.5K.
  • TKO Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1544 holding.
  • Creative Planning first reported a position in TKO Group in Q3 2023 and has held it in 11 quarters since.
  • Creative Planning's TKO Group position peaked at $3.16M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.