CPC
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CFC Planning Company’s Meta Platforms (Facebook) META Stock Holding History

CFC Planning Company’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.05M Buy
2,830
+551
+24% +$344K 1.1% 32
2026
Q2 		$1.28M Buy
2,279
+501
+28% +$306K 0.75% 40
2026
Q1 		$1.02M Buy
1,778
+180
+11% +$115K 0.73% 39
2025
Q4 		$1.05M Buy
1,598
+626
+64% +$418K 0.8% 34
2025
Q3 		$714K Sell
972
-83
-8% -$61.8K 0.59% 37
2025
Q2 		$779K Buy
1,055
+90
+9% +$55.6K 0.73% 34
2025
Q1 		$556K Buy
965
+28
+3% +$18.1K 0.6% 40
2024
Q4 		$549K Buy
+937
New +$550K 0.59% 38

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

CFC Planning Company's META Position: Q3 2026 in Review

CFC Planning Company increased its Meta Platforms (Facebook) (META) stake by 24% in Q3 2026, buying an estimated $344K and bringing the position to 2,830 shares worth $2.05M. The position accounts for 1.1% of the portfolio, ranked #32.

CFC Planning Company first reported a position in META in Q4 2024 and has held it in 8 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • CFC Planning Company held 2,830 shares of Meta Platforms (Facebook) worth $2.05M as of Q3 2026.
  • CFC Planning Company bought 551 Meta Platforms (Facebook) shares in Q3 2026, an estimated $344K.
  • Meta Platforms (Facebook) made up 1.1% of CFC Planning Company's portfolio in Q3 2026, its #32 holding.
  • CFC Planning Company first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.