KFP
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Kerr Financial Planning’s Pool Corp POOL Stock Holding History

Kerr Financial Planning’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Hold
56
– – 0.01% 343
2026
Q1 		$12.1K Buy
56
+2
+4% +$471 0.01% 341
2025
Q4 		$14.2K Sell
54
-1
-2% -$260 0.02% 324
2025
Q3 		$13.3K Buy
+55
New +$17.2K 0.02% 310

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Kerr Financial Planning held its Pool Corp (POOL) position steady in Q2 2026 at 56 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #343.

Kerr Financial Planning first reported a position in POOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.2K in Q4 2025. 609 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Kerr Financial Planning held 56 shares of Pool Corp worth $12K as of Q2 2026.
  • Kerr Financial Planning left its Pool Corp share count unchanged in Q2 2026.
  • Pool Corp made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #343 holding.
  • Kerr Financial Planning first reported a position in Pool Corp in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Pool Corp position peaked at $14.2K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

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