MBM WEALTH CONSULTANTS, LLC BKNG BOOKING HOLDINGS INC

Ownership history in MBM WEALTH CONSULTANTS, LLC  ·  17 quarters on record

AI Ownership Summary

MBM WEALTH CONSULTANTS, LLC reported BOOKING HOLDINGS INC (BKNG) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2025 Q2. The latest visible filing shows BKNG at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBM WEALTH CONSULTANTS, LLC's position in BOOKING HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKNG was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MBM WEALTH CONSULTANTS, LLC held BKNG — position size vs. price
% of Fund (quarterly)    BKNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 424 +21 +5.2% 0.41% $1.8M 2026-04-20 $192.03
2025 Q4 ADDED 403 +2 +0.5% 0.51% $2.2M 2026-01-26 $203.83
2025 Q3 REDUCED 401 -2 -0.5% 0.54% $2.2M 2025-10-31 $202.26
2025 Q2 ADDED 403 +11 +2.8% 0.62% $2.3M 2025-08-13 $216.63
2025 Q1 REDUCED 392 -17 -4.2% 0.53% $1.8M 2025-04-28 $194.11
2024 Q4 ADDED 409 +2 +0.5% 0.60% $2.0M 2025-01-17 $195.17
2024 Q3 ADDED 407 +23 +6.0% 0.54% $1.7M 2024-10-07 $164.91
2024 Q2 ADDED 384 +8 +2.1% 0.52% $1.5M 2024-07-30 $146.82
2024 Q1 ADDED 376 +7 +1.9% 0.48% $1.4M 2024-04-18 $135.03
2023 Q4 ADDED 369 +15 +4.2% 0.49% $1.3M 2024-01-30 $139.60
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MBM WEALTH CONSULTANTS, LLC and BKNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBM WEALTH CONSULTANTS, LLC reported owning BKNG?

MBM WEALTH CONSULTANTS, LLC reported BKNG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BKNG position in MBM WEALTH CONSULTANTS, LLC's portfolio?

The largest reported portfolio weight for BKNG was 0.62% in 2025 Q2.

What is the latest reported BKNG position on this page?

The most recent filing on this page is 2026 Q1, when MBM WEALTH CONSULTANTS, LLC reported 424 shares, equal to 0.41% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BKNG ownership page compare?

The chart compares MBM WEALTH CONSULTANTS, LLC's quarterly BKNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBM WEALTH CONSULTANTS, LLC time their BKNG position?

Based on 13F filing dates vs. subsequent BKNG price moves, MBM WEALTH CONSULTANTS, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on BKNG relative to SPY over the holding period was +6.4%.

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