KF
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KKM Financial’s Enterprise Products Partners EPD Stock Holding History

KKM Financial’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 		$4.7M Hold
146,480
– – 0.83% 53
2025
Q4 		$4.7M Buy
146,480
+21,478
+17% +$679K 0.83% 53
2025
Q3 		$3.91M Buy
125,002
+22,603
+22% +$713K 1.23% 39
2025
Q2 		$3.18M Buy
102,399
+25,793
+34% +$804K 1.1% 40
2025
Q1 		$2.62M Sell
76,606
-5,128
-6% -$171K 1.11% 36
2024
Q4 		$2.56M Buy
81,734
+3,747
+5% +$115K 1.07% 41
2024
Q3 		$2.27M Buy
77,987
+5,193
+7% +$152K 1.12% 40
2024
Q2 		$2.1M Buy
72,794
+720
+1% +$20.6K 1% 41
2024
Q1 		$2.1M Buy
72,074
+7,393
+11% +$203K 1.03% 42
2023
Q4 		$1.7M Buy
+64,681
New +$1.72M 1.07% 41

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

KKM Financial's EPD Position: Q1 2026 in Review

KKM Financial held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 146,480 shares worth $4.7M. The position accounts for 0.83% of the portfolio, ranked #53.

KKM Financial first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • KKM Financial held 146,480 shares of Enterprise Products Partners worth $4.7M as of Q1 2026.
  • KKM Financial left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.83% of KKM Financial's portfolio in Q1 2026, its #53 holding.
  • KKM Financial first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.