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McCarley & Cook Financial Planners’s Goldman Sachs GS Stock Holding History

McCarley & Cook Financial Planners’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.5K Hold
5
– – ﹤0.01% 209
2026
Q2 		$5.06K Hold
5
– – ﹤0.01% 187
2026
Q1 		$4.23K Sell
5
-7
-58% -$6.24K ﹤0.01% 202
2025
Q4 		$10.5K Buy
+12
New +$9.8K 0.01% 153

Other funds holding GS

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Goldman Sachs (GS) position steady in Q3 2026 at 5 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

McCarley & Cook Financial Planners first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.5K in Q4 2025. 768 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • McCarley & Cook Financial Planners held 5 shares of Goldman Sachs worth $4.5K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #209 holding.
  • McCarley & Cook Financial Planners first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Goldman Sachs position peaked at $10.5K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

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