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McCarley & Cook Financial Planners’s AbbVie ABBV Stock Holding History

McCarley & Cook Financial Planners’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$626K Buy
2,394
+2,002
+511% +$513K 0.47% 22
2026
Q2 		$98.6K Sell
392
-14
-3% -$3.01K 0.08% 72
2026
Q1 		$88.3K Buy
406
+281
+225% +$62.3K 0.08% 77
2025
Q4 		$28.6K Buy
+125
New +$28.5K 0.03% 99

Other funds holding ABBV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

McCarley & Cook Financial Planners increased its AbbVie (ABBV) stake by 511% in Q3 2026, buying an estimated $513K and bringing the position to 2,394 shares worth $626K. The position accounts for 0.47% of the portfolio, ranked #22.

McCarley & Cook Financial Planners first reported a position in ABBV in Q4 2025 and has held it in 4 quarters since. 1,209 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • McCarley & Cook Financial Planners held 2,394 shares of AbbVie worth $626K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 2,002 AbbVie shares in Q3 2026, an estimated $513K.
  • AbbVie made up 0.47% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #22 holding.
  • McCarley & Cook Financial Planners first reported a position in AbbVie in Q4 2025 and has held it in 4 quarters since.
  • 1,209 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

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