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Mount Yale Investment Advisors’s TKO Group TKO Stock Holding History

Mount Yale Investment Advisors’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 		$720K Buy
3,574
+517
+17% +$101K 0.01% 679
2026
Q1 		$616K Buy
+3,057
New +$625K 0.01% 649
2025
Q4 		– Sell
-1,007
Closed -$203K – 794
2025
Q3 		$203K Sell
1,007
-674
-40% -$123K 0.01% 629
2025
Q2 		$306K Hold
1,681
– – 0.02% 447
2025
Q1 		$257K Buy
+1,681
New +$257K 0.02% 472

Other funds holding TKO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Mount Yale Investment Advisors's TKO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its TKO Group (TKO) stake by 17% in Q2 2026, buying an estimated $101K and bringing the position to 3,574 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #679.

Mount Yale Investment Advisors first reported a position in TKO in Q1 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • Mount Yale Investment Advisors held 3,574 shares of TKO Group worth $720K as of Q2 2026.
  • Mount Yale Investment Advisors bought 517 TKO Group shares in Q2 2026, an estimated $101K.
  • TKO Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #679 holding.
  • Mount Yale Investment Advisors first reported a position in TKO Group in Q1 2025 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.