LRI Investments’s TKO Group TKO Stock Holding History

LRI Investments’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 Q2	$40.5K	Buy	201 +6	+3%	+$1.17K	﹤0.01%	590
2026 Q1	$39.3K	Hold	195	–	–	﹤0.01%	552
2025 Q4	$40.8K	Sell	195 -29	-13%	-$5.64K	﹤0.01%	579
2025 Q3	$45.3K	Hold	224	–	–	﹤0.01%	576
2025 Q2	$40.8K	Hold	224	–	–	﹤0.01%	590
2025 Q1	$34.3K	Buy	224 +29	+15%	+$4.43K	﹤0.01%	593
2024 Q4	$27.7K	Hold	195	–	–	﹤0.01%	617
2024 Q3	$23K	Buy	195 +14	+8%	+$1.6K	﹤0.01%	631
2024 Q2	$19.5K	Buy	181 +108	+148%	+$11K	﹤0.01%	607
2024 Q1	$6.31K	Buy	+73	New	+$6.08K	﹤0.01%	584

Other funds holding TKO

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

DSAM

Dock Street Asset Management Palm Beach, Florida $1.08B AUM 23.07% 1-Year Est. Return

LRI Investments's TKO Position: Q2 2026 in Review

LRI Investments increased its TKO Group (TKO) stake by 3.1% in Q2 2026, buying an estimated $1.17K and bringing the position to 201 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

LRI Investments first reported a position in TKO in Q1 2024 and has held it in 10 quarters since. The position peaked at $45.3K in Q3 2025. 208 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

LRI Investments held 201 shares of TKO Group worth $40.5K as of Q2 2026.
LRI Investments bought 6 TKO Group shares in Q2 2026, an estimated $1.17K.
TKO Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #590 holding.
LRI Investments first reported a position in TKO Group in Q1 2024 and has held it in 10 quarters since.
LRI Investments's TKO Group position peaked at $45.3K in Q3 2025.
208 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.