KF
EPD icon

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
Q2 		$8.25M Buy
224,298
+77,818
+53% +$2.94M 1.13% 36
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 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

KKM Financial's EPD Position: Q2 2026 in Review

KKM Financial increased its Enterprise Products Partners (EPD) stake by 53% in Q2 2026, buying an estimated $2.94M and bringing the position to 224,298 shares worth $8.25M. The position accounts for 1.13% of the portfolio, ranked #36.

KKM Financial first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • KKM Financial held 224,298 shares of Enterprise Products Partners worth $8.25M as of Q2 2026.
  • KKM Financial bought 77,818 Enterprise Products Partners shares in Q2 2026, an estimated $2.94M.
  • Enterprise Products Partners made up 1.13% of KKM Financial's portfolio in Q2 2026, its #36 holding.
  • KKM Financial first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.