Keating Financial Advisory Services’s Birkenstock BIRK Stock Holding History

Keating Financial Advisory Services’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42K	Sell	33 -4	-11%	-$162	﹤0.01%	2056
2026 Q1	$1.33K	Buy	37 +20	+118%	+$780	﹤0.01%	2001
2025 Q4	$695	Buy	+17	New	+$720	﹤0.01%	1893

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keating Financial Advisory Services's BIRK Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Birkenstock (BIRK) stake by 11% in Q2 2026, selling an estimated $162 and leaving 33 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Keating Financial Advisory Services first reported a position in BIRK in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Keating Financial Advisory Services held 33 shares of Birkenstock worth $1.42K as of Q2 2026.
Keating Financial Advisory Services sold 4 Birkenstock shares in Q2 2026, an estimated $162.
Birkenstock made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2056 holding.
Keating Financial Advisory Services first reported a position in Birkenstock in Q4 2025 and has held it in 3 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.