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Waverly Advisors’s TKO Group TKO Stock Holding History

Waverly 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 		$290K Sell
1,440
-20
-1% -$4.09K ﹤0.01% 1312
2025
Q4 		$305K Buy
1,460
+46
+3% +$8.94K ﹤0.01% 1195
2025
Q3 		$286K Buy
+1,414
New +$258K ﹤0.01% 1064

Other funds holding TKO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 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

Waverly Advisors's TKO Position: Q1 2026 in Review

Waverly Advisors reduced its TKO Group (TKO) stake by 1.4% in Q1 2026, selling an estimated $4.09K and leaving 1,440 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Waverly Advisors first reported a position in TKO in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 640 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Waverly Advisors held 1,440 shares of TKO Group worth $290K as of Q1 2026.
  • Waverly Advisors sold 20 TKO Group shares in Q1 2026, an estimated $4.09K.
  • TKO Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1312 holding.
  • Waverly Advisors first reported a position in TKO Group in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's TKO Group position peaked at $305K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.