McCarley & Cook Financial Planners’s American Tower AMT Stock Holding History

McCarley & Cook Financial Planners’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$655	Hold	4	–	–	﹤0.01%	252
2026 Q2	$654	Hold	4	–	–	﹤0.01%	240
2026 Q1	$690	Hold	4	–	–	﹤0.01%	247
2025 Q4	$702	Buy	+4	New	+$728	﹤0.01%	253

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its American Tower (AMT) position steady in Q3 2026 at 4 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #252.

McCarley & Cook Financial Planners first reported a position in AMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $702 in Q4 2025. 450 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

McCarley & Cook Financial Planners held 4 shares of American Tower worth $655 as of Q3 2026.
McCarley & Cook Financial Planners left its American Tower share count unchanged in Q3 2026.
American Tower made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #252 holding.
McCarley & Cook Financial Planners first reported a position in American Tower in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's American Tower position peaked at $702 in Q4 2025.
450 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

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