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McCarley & Cook Financial Planners’s Berkshire Hathaway Class B BRK.B Stock Holding History

McCarley & Cook Financial Planners’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66.2K Sell
133
-15
-10% -$7.57K 0.05% 83
2026
Q2 		$74.1K Hold
148
– – 0.06% 80
2026
Q1 		$70.9K Hold
148
– – 0.06% 83
2025
Q4 		$74.4K Buy
+148
New +$73.6K 0.07% 73

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

McCarley & Cook Financial Planners's BRK.B Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its Berkshire Hathaway Class B (BRK.B) stake by 10% in Q3 2026, selling an estimated $7.57K and leaving 133 shares worth $66.2K. The position accounts for 0.05% of the portfolio, ranked #83.

McCarley & Cook Financial Planners first reported a position in BRK.B in Q4 2025 and has held it in 4 quarters since. The position peaked at $74.4K in Q4 2025. 2,029 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

  • McCarley & Cook Financial Planners held 133 shares of Berkshire Hathaway Class B worth $66.2K as of Q3 2026.
  • McCarley & Cook Financial Planners sold 15 Berkshire Hathaway Class B shares in Q3 2026, an estimated $7.57K.
  • Berkshire Hathaway Class B made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #83 holding.
  • McCarley & Cook Financial Planners first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Berkshire Hathaway Class B position peaked at $74.4K in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

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