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Kerr Financial Planning’s CME Group CME Stock Holding History

Kerr Financial Planning’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 		$11K Hold
50
– – 0.01% 354
2026
Q1 		$14.2K Buy
50
+2
+4% +$594 0.01% 321
2025
Q4 		$14.4K Hold
48
– – 0.02% 320
2025
Q3 		$13.6K Buy
+48
New +$13.1K 0.02% 307

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kerr Financial Planning's CME Position: Q2 2026 in Review

Kerr Financial Planning held its CME Group (CME) position steady in Q2 2026 at 50 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #354.

Kerr Financial Planning first reported a position in CME in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Kerr Financial Planning held 50 shares of CME Group worth $11K as of Q2 2026.
  • Kerr Financial Planning left its CME Group share count unchanged in Q2 2026.
  • CME Group made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #354 holding.
  • Kerr Financial Planning first reported a position in CME Group in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's CME Group position peaked at $14.4K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.