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McCarley & Cook Financial Planners’s Amazon AMZN Stock Holding History

McCarley & Cook Financial Planners’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62K Hold
249
– – 0.05% 86
2026
Q2 		$59.3K Sell
249
-63
-20% -$15.8K 0.05% 86
2026
Q1 		$65K Hold
312
– – 0.06% 86
2025
Q4 		$72K Buy
+312
New +$71.4K 0.07% 74

Other funds holding AMZN

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Amazon (AMZN) position steady in Q3 2026 at 249 shares worth $62K. The position accounts for 0.05% of the portfolio, ranked #86.

McCarley & Cook Financial Planners first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $72K in Q4 2025. 1,835 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • McCarley & Cook Financial Planners held 249 shares of Amazon worth $62K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #86 holding.
  • McCarley & Cook Financial Planners first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Amazon position peaked at $72K in Q4 2025.
  • 1,835 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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