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McCarley & Cook Financial Planners’s Accenture ACN Stock Holding History

McCarley & Cook Financial Planners’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-40
Closed -$4.98K – 276
2026
Q2 		$4.98K Sell
40
-5
-11% -$868 ﹤0.01% 189
2026
Q1 		$8.92K Hold
45
– – 0.01% 168
2025
Q4 		$12.1K Buy
+45
New +$11.4K 0.01% 144

Other funds holding ACN

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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 ACN Position: Q3 2026 in Review

McCarley & Cook Financial Planners sold out of Accenture (ACN) in Q3 2026, closing a stake of 40 shares — an estimated $4.98K sold.

McCarley & Cook Financial Planners first reported a position in ACN in Q4 2025 and held it in 3 quarters. The position peaked at $12.1K in Q4 2025. 480 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • McCarley & Cook Financial Planners reported no remaining Accenture position as of Q3 2026 after selling out during the quarter.
  • McCarley & Cook Financial Planners sold 40 Accenture shares in Q3 2026, an estimated $4.98K.
  • McCarley & Cook Financial Planners first reported a position in Accenture in Q4 2025 and held it in 3 quarters.
  • McCarley & Cook Financial Planners's Accenture position peaked at $12.1K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

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