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Consolidated Planning Corp’s Cabot Corp CBT Stock Holding History

Consolidated Planning Corp’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,182
Closed -$614K – 197
2025
Q2 		$614K Sell
8,182
-1,249
-13% -$95.6K 0.08% 136
2025
Q1 		$784K Buy
9,431
+4,204
+80% +$362K 0.11% 123
2024
Q4 		$477K Buy
5,227
+1,130
+28% +$121K 0.07% 131
2024
Q3 		$458K Buy
+4,097
New +$408K 0.07% 131

Other funds holding CBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's CBT Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Cabot Corp (CBT) in Q3 2025, closing a stake of 8,182 shares — an estimated $614K sold.

Consolidated Planning Corp first reported a position in CBT in Q3 2024 and held it in 4 quarters. The position peaked at $784K in Q1 2025. 378 funds tracked by Wall St. Rank hold CBT as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Cabot Corp position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 8,182 Cabot Corp shares in Q3 2025, an estimated $614K.
  • Consolidated Planning Corp first reported a position in Cabot Corp in Q3 2024 and held it in 4 quarters.
  • Consolidated Planning Corp's Cabot Corp position peaked at $784K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Cabot Corp as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.