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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
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

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

Mount Yale Investment Advisors's TKO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in TKO Group (TKO) in Q1 2026: 3,057 shares worth $616K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TKO as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in TKO in Q1 2025 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Mount Yale Investment Advisors held 3,057 shares of TKO Group worth $616K as of Q1 2026.
  • TKO Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • TKO Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #649 holding.
  • Mount Yale Investment Advisors first reported a position in TKO Group in Q1 2025 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.