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McCarley & Cook Financial Planners’s Meta Platforms (Facebook) META Stock Holding History

McCarley & Cook Financial Planners’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$114K Hold
157
– – 0.09% 68
2026
Q2 		$88.4K Hold
157
– – 0.07% 75
2026
Q1 		$89.8K Hold
157
– – 0.08% 74
2025
Q4 		$104K Buy
+157
New +$105K 0.09% 65

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 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 META Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 157 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #68.

McCarley & Cook Financial Planners first reported a position in META in Q4 2025 and has held it in 4 quarters since. 1,389 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • McCarley & Cook Financial Planners held 157 shares of Meta Platforms (Facebook) worth $114K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.09% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #68 holding.
  • McCarley & Cook Financial Planners first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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