KPWM
EPD icon

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
Q2 		$28.5M Sell
776,304
-3,353
-0.4% -$127K 23.67% 1
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

KDK Private Wealth Management's EPD Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Enterprise Products Partners (EPD) stake by 0.43% in Q2 2026, selling an estimated $127K and leaving 776,304 shares worth $28.5M. The position accounts for 23.67% of the portfolio, ranked #1.

KDK Private Wealth Management first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • KDK Private Wealth Management held 776,304 shares of Enterprise Products Partners worth $28.5M as of Q2 2026.
  • KDK Private Wealth Management sold 3,353 Enterprise Products Partners shares in Q2 2026, an estimated $127K.
  • Enterprise Products Partners made up 23.67% of KDK Private Wealth Management's portfolio in Q2 2026, its #1 holding.
  • KDK Private Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • KDK Private Wealth Management's Enterprise Products Partners position peaked at $29.5M in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.