MCFP
BA icon

McCarley & Cook Financial Planners’s Boeing BA Stock Holding History

McCarley & Cook Financial Planners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.58K Hold
30
– – ﹤0.01% 193
2026
Q2 		$6.49K Hold
30
– – 0.01% 174
2026
Q1 		$5.97K Hold
30
– – 0.01% 186
2025
Q4 		$6.51K Buy
+30
New +$6.17K 0.01% 174

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Boeing (BA) position steady in Q3 2026 at 30 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

McCarley & Cook Financial Planners first reported a position in BA in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.51K in Q4 2025. 641 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • McCarley & Cook Financial Planners held 30 shares of Boeing worth $5.58K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Boeing share count unchanged in Q3 2026.
  • Boeing made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #193 holding.
  • McCarley & Cook Financial Planners first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Boeing position peaked at $6.51K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

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