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McCarley & Cook Financial Planners’s Eli Lilly LLY Stock Holding History

McCarley & Cook Financial Planners’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$8.28K – 268
2026
Q1 		$8.28K Hold
9
– – 0.01% 170
2025
Q4 		$9.7K Buy
+9
New +$8.61K 0.01% 157

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McCarley & Cook Financial Planners's LLY Position: Q2 2026 in Review

McCarley & Cook Financial Planners sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 9 shares — an estimated $8.28K sold.

McCarley & Cook Financial Planners first reported a position in LLY in Q4 2025 and held it in 2 quarters. The position peaked at $9.7K in Q4 2025. 4,655 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McCarley & Cook Financial Planners reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • McCarley & Cook Financial Planners sold 9 Eli Lilly shares in Q2 2026, an estimated $8.28K.
  • McCarley & Cook Financial Planners first reported a position in Eli Lilly in Q4 2025 and held it in 2 quarters.
  • McCarley & Cook Financial Planners's Eli Lilly position peaked at $9.7K in Q4 2025.
  • 4,655 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q2 2026, filed 21 Oct 2026.