EFG
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Everhart Financial Group’s TKO Group TKO Stock Holding History

Everhart Financial 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 		– Sell
-2,289
Closed -$462K – 513
2026
Q1 		$462K Buy
2,289
+194
+9% +$39.7K 0.04% 290
2025
Q4 		$438K Buy
+2,095
New +$407K 0.04% 280

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
NO
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
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Everhart Financial Group's TKO Position: Q2 2026 in Review

Everhart Financial Group sold out of TKO Group (TKO) in Q2 2026, closing a stake of 2,289 shares — an estimated $462K sold.

Everhart Financial Group first reported a position in TKO in Q4 2025 and held it in 2 quarters. The position peaked at $462K in Q1 2026. 74 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Everhart Financial Group reported no remaining TKO Group position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,289 TKO Group shares in Q2 2026, an estimated $462K.
  • Everhart Financial Group first reported a position in TKO Group in Q4 2025 and held it in 2 quarters.
  • Everhart Financial Group's TKO Group position peaked at $462K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.