KDK Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

KDK Private Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.5M	Buy	779,657 +7,147	+0.9%	+$253K	26.99%	1
2025 Q4	$24.8M	Buy	772,510 +533	+0.1%	+$16.9K	21.62%	1
2025 Q3	$24.1M	Buy	771,977 +2,172	+0.3%	+$68.5K	24.47%	1
2025 Q2	$23.9M	Buy	769,805 +43,260	+6%	+$1.35M	25.49%	1
2025 Q1	$24.8M	Buy	726,545 +14,397	+2%	+$479K	28.26%	1
2024 Q4	$22.3M	Buy	+712,148	New	+$21.9M	23.18%	1

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

KDK Private Wealth Management's EPD Position: Q1 2026 in Review

KDK Private Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.93% in Q1 2026, buying an estimated $253K and bringing the position to 779,657 shares worth $29.5M. The position accounts for 26.99% of the portfolio, ranked #1.

KDK Private Wealth Management first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

KDK Private Wealth Management held 779,657 shares of Enterprise Products Partners worth $29.5M as of Q1 2026.
KDK Private Wealth Management bought 7,147 Enterprise Products Partners shares in Q1 2026, an estimated $253K.
Enterprise Products Partners made up 26.99% of KDK Private Wealth Management's portfolio in Q1 2026, its #1 holding.
KDK Private Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.