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McCarley & Cook Financial Planners’s Apple AAPL Stock Holding History

McCarley & Cook Financial Planners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$533K Buy
1,602
+36
+2% +$11.6K 0.4% 25
2026
Q2 		$453K Hold
1,566
– – 0.35% 31
2026
Q1 		$397K Hold
1,566
– – 0.34% 29
2025
Q4 		$426K Buy
+1,566
New +$420K 0.38% 27

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarley & Cook Financial Planners's AAPL Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Apple (AAPL) stake by 2.3% in Q3 2026, buying an estimated $11.6K and bringing the position to 1,602 shares worth $533K. The position accounts for 0.4% of the portfolio, ranked #25.

McCarley & Cook Financial Planners first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,602 shares of Apple worth $533K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 36 Apple shares in Q3 2026, an estimated $11.6K.
  • Apple made up 0.4% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #25 holding.
  • McCarley & Cook Financial Planners first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.