KFP
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Kerr Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Kerr Financial Planning’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$664K Buy
1,180
+10
+0.9% +$6.12K 0.74% 31
2026
Q1 		$783K Buy
1,170
+288
+33% +$185K 0.55% 20
2025
Q4 		$596K Buy
882
+101
+13% +$67.4K 0.81% 26
2025
Q3 		$474K Buy
+781
New +$581K 0.67% 28

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Kerr Financial Planning increased its Meta Platforms (Facebook) (META) stake by 0.85% in Q2 2026, buying an estimated $6.12K and bringing the position to 1,180 shares worth $664K. The position accounts for 0.74% of the portfolio, ranked #31.

Kerr Financial Planning first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $783K in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kerr Financial Planning held 1,180 shares of Meta Platforms (Facebook) worth $664K as of Q2 2026.
  • Kerr Financial Planning bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
  • Meta Platforms (Facebook) made up 0.74% of Kerr Financial Planning's portfolio in Q2 2026, its #31 holding.
  • Kerr Financial Planning first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Meta Platforms (Facebook) position peaked at $783K in Q1 2026.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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