Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s TKO Group TKO Stock Holding History

Kovitz Investment Group Partners’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.39M Sell
16,813
-860
-5% -$176K 0.08% 167
2025
Q4 		$3.69M Sell
17,673
-166
-0.9% -$32.3K 0.08% 166
2025
Q3 		$3.6M Sell
17,839
-1,935
-10% -$354K 0.01% 523
2025
Q2 		$3.6M Buy
19,774
+4
+0% +$642 0.02% 505
2025
Q1 		$3.02M Buy
19,770
+18,233
+1,186% +$2.79M 0.02% 498
2024
Q4 		$218K Buy
+1,537
New +$201K ﹤0.01% 1139

Other funds holding TKO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's TKO Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its TKO Group (TKO) stake by 4.9% in Q1 2026, selling an estimated $176K and leaving 16,813 shares worth $3.39M. The position accounts for 0.08% of the portfolio, ranked #167.

Kovitz Investment Group Partners first reported a position in TKO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.69M in Q4 2025. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Kovitz Investment Group Partners held 16,813 shares of TKO Group worth $3.39M as of Q1 2026.
  • Kovitz Investment Group Partners sold 860 TKO Group shares in Q1 2026, an estimated $176K.
  • TKO Group made up 0.08% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #167 holding.
  • Kovitz Investment Group Partners first reported a position in TKO Group in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's TKO Group position peaked at $3.69M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.