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Consolidated Planning Corp’s Mueller Industries MLI Stock Holding History

Consolidated Planning Corp’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-121,960
Closed -$7M – 184
2025
Q4 		$7M Sell
121,960
-8,172
-6% -$439K 0.71% 41
2025
Q3 		$6.58M Buy
+130,132
New +$5.97M 0.69% 39

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Consolidated Planning Corp's MLI Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 121,960 shares — an estimated $7M sold.

Consolidated Planning Corp first reported a position in MLI in Q3 2025 and held it in 2 quarters. The position peaked at $7M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 121,960 Mueller Industries shares in Q1 2026, an estimated $7M.
  • Consolidated Planning Corp first reported a position in Mueller Industries in Q3 2025 and held it in 2 quarters.
  • Consolidated Planning Corp's Mueller Industries position peaked at $7M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.