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McCarley & Cook Financial Planners’s Dell DELL Stock Holding History

McCarley & Cook Financial Planners’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.4K Hold
64
– – 0.03% 107
2026
Q2 		$27.6K Hold
64
– – 0.02% 114
2026
Q1 		$10.5K Hold
64
– – 0.01% 160
2025
Q4 		$8.06K Buy
+64
New +$9.02K 0.01% 162

Other funds holding DELL

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Dell (DELL) position steady in Q3 2026 at 64 shares worth $34.4K. The position accounts for 0.03% of the portfolio, ranked #107.

McCarley & Cook Financial Planners first reported a position in DELL in Q4 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • McCarley & Cook Financial Planners held 64 shares of Dell worth $34.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Dell share count unchanged in Q3 2026.
  • Dell made up 0.03% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #107 holding.
  • McCarley & Cook Financial Planners first reported a position in Dell in Q4 2025 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held Dell as of Q3 2026.

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