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McCarley & Cook Financial Planners’s Broadcom AVGO Stock Holding History

McCarley & Cook Financial Planners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Hold
320
– – 0.09% 69
2026
Q2 		$121K Sell
320
-35
-10% -$14K 0.09% 68
2026
Q1 		$110K Hold
355
– – 0.1% 71
2025
Q4 		$123K Buy
+355
New +$127K 0.11% 62

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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 AVGO Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Broadcom (AVGO) position steady in Q3 2026 at 320 shares worth $112K. The position accounts for 0.09% of the portfolio, ranked #69.

McCarley & Cook Financial Planners first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $123K in Q4 2025. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • McCarley & Cook Financial Planners held 320 shares of Broadcom worth $112K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Broadcom share count unchanged in Q3 2026.
  • Broadcom made up 0.09% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #69 holding.
  • McCarley & Cook Financial Planners first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Broadcom position peaked at $123K in Q4 2025.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

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