Consolidated Planning Corp’s CME Group CME Stock Holding History

Consolidated Planning Corp’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Buy	8,971 +263	+3%	+$72.8K	0.27%	59
2026 Q1	$2.57M	Sell	8,708 -18,385	-68%	-$5.46M	0.42%	43
2025 Q4	$7.4M	Buy	27,093 +1,374	+5%	+$373K	0.75%	38
2025 Q3	$6.95M	Buy	25,719 +24,804	+2,711%	+$6.75M	0.73%	35
2025 Q2	$252K	Buy	915 +26	+3%	+$7.07K	0.03%	169
2025 Q1	$236K	Sell	889 -49	-5%	-$12.1K	0.03%	169
2024 Q4	$218K	Hold	938	–	–	0.03%	190
2024 Q3	$207K	Buy	+938	New	+$194K	0.03%	191
2024 Q2	–	Sell	-938	Closed	-$202K	–	188
2024 Q1	$202K	Buy	+938	New	+$197K	0.03%	180
2021 Q4	–	Sell	-451	Closed	-$87K	–	132
2021 Q3	$87K	Buy	+451	New	+$91.4K	0.06%	111

Other funds holding CME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Consolidated Planning Corp's CME Position: Q2 2026 in Review

Consolidated Planning Corp increased its CME Group (CME) stake by 3% in Q2 2026, buying an estimated $72.8K and bringing the position to 8,971 shares worth $1.98M. The position accounts for 0.27% of the portfolio, ranked #59.

Consolidated Planning Corp first reported a position in CME in Q3 2021 and has held it in 10 quarters since. The position peaked at $7.4M in Q4 2025. 1,701 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Consolidated Planning Corp held 8,971 shares of CME Group worth $1.98M as of Q2 2026.
Consolidated Planning Corp bought 263 CME Group shares in Q2 2026, an estimated $72.8K.
CME Group made up 0.27% of Consolidated Planning Corp's portfolio in Q2 2026, its #59 holding.
Consolidated Planning Corp first reported a position in CME Group in Q3 2021 and has held it in 10 quarters since.
Consolidated Planning Corp's CME Group position peaked at $7.4M in Q4 2025.
1,701 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.