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McCarley & Cook Financial Planners’s Ares Capital ARCC Stock Holding History

McCarley & Cook Financial Planners’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.22K Hold
483
– – 0.01% 175
2026
Q2 		$8.95K Hold
483
– – 0.01% 164
2026
Q1 		$8.7K Hold
483
– – 0.01% 169
2025
Q4 		$9.8K Buy
+483
New +$9.7K 0.01% 155

Other funds holding ARCC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Ares Capital (ARCC) position steady in Q3 2026 at 483 shares worth $9.22K. The position accounts for 0.01% of the portfolio, ranked #175.

McCarley & Cook Financial Planners first reported a position in ARCC in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.8K in Q4 2025. 183 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • McCarley & Cook Financial Planners held 483 shares of Ares Capital worth $9.22K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Ares Capital share count unchanged in Q3 2026.
  • Ares Capital made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #175 holding.
  • McCarley & Cook Financial Planners first reported a position in Ares Capital in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Ares Capital position peaked at $9.8K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

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