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Wilkerson Advisory Group’s Kodiak Gas Services KGS Stock Holding History

Wilkerson Advisory Group’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41K Hold
45
– – ﹤0.01% 517
2026
Q1 		$2.63K Buy
+45
New +$2.18K ﹤0.01% 523

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wilkerson Advisory Group's KGS Position: Q2 2026 in Review

Wilkerson Advisory Group held its Kodiak Gas Services (KGS) position steady in Q2 2026 at 45 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Wilkerson Advisory Group first reported a position in KGS in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Wilkerson Advisory Group held 45 shares of Kodiak Gas Services worth $3.41K as of Q2 2026.
  • Wilkerson Advisory Group left its Kodiak Gas Services share count unchanged in Q2 2026.
  • Kodiak Gas Services made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #517 holding.
  • Wilkerson Advisory Group first reported a position in Kodiak Gas Services in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.