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Kerr Financial Planning’s MasterBrand MBC Stock Holding History

Kerr Financial Planning’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39K Hold
135
– – ﹤0.01% 474
2026
Q1 		$1.26K Hold
135
– – ﹤0.01% 467
2025
Q4 		$1.77K Hold
135
– – ﹤0.01% 453
2025
Q3 		$1.35K Buy
+135
New +$1.67K ﹤0.01% 505

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Kerr Financial Planning's MBC Position: Q2 2026 in Review

Kerr Financial Planning held its MasterBrand (MBC) position steady in Q2 2026 at 135 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Kerr Financial Planning first reported a position in MBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.77K in Q4 2025. 345 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Kerr Financial Planning held 135 shares of MasterBrand worth $1.39K as of Q2 2026.
  • Kerr Financial Planning left its MasterBrand share count unchanged in Q2 2026.
  • MasterBrand made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #474 holding.
  • Kerr Financial Planning first reported a position in MasterBrand in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's MasterBrand position peaked at $1.77K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.