Consolidated Planning Corp’s Paychex PAYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+2,072	New	+$196K	0.03%	154
2026 Q1	–	Sell	-1,960	Closed	-$220K	–	191
2025 Q4	$220K	Hold	1,960	–	–	0.02%	193
2025 Q3	$248K	Buy	1,960 +6	+0.3%	+$832	0.03%	175
2025 Q2	$284K	Sell	1,954 -473	-19%	-$71.2K	0.04%	162
2025 Q1	$374K	Sell	2,427 -231	-9%	-$34K	0.05%	144
2024 Q4	$373K	Buy	2,658 +200	+8%	+$28.4K	0.05%	148
2024 Q3	$330K	Hold	2,458	–	–	0.05%	155
2024 Q2	$291K	Hold	2,458	–	–	0.05%	146
2024 Q1	$302K	Hold	2,458	–	–	0.05%	136
2023 Q4	$293K	Sell	2,458 -77	-3%	-$9.12K	0.05%	125
2023 Q3	$292K	Sell	2,535 -372	-13%	-$44.8K	0.06%	124
2023 Q2	$325K	Buy	+2,907	New	+$318K	0.07%	132
2021 Q4	–	Sell	-502	Closed	-$56K	–	339
2021 Q3	$56K	Buy	+502	New	+$56.4K	0.04%	159

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Consolidated Planning Corp opened a new position in Paychex (PAYX) in Q2 2026: 2,072 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in PAYX as recently as Q4 2025.

Consolidated Planning Corp first reported a position in PAYX in Q3 2021 and has held it in 13 quarters since. The position peaked at $374K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Consolidated Planning Corp held 2,072 shares of Paychex worth $204K as of Q2 2026.
Paychex was a new Consolidated Planning Corp position in Q2 2026.
Paychex made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #154 holding.
Consolidated Planning Corp first reported a position in Paychex in Q3 2021 and has held it in 13 quarters since.
Consolidated Planning Corp's Paychex position peaked at $374K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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