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McCarley & Cook Financial Planners’s Microsoft MSFT Stock Holding History

McCarley & Cook Financial Planners’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$332K Buy
647
+317
+96% +$147K 0.25% 37
2026
Q2 		$123K Hold
330
– – 0.1% 67
2026
Q1 		$122K Hold
330
– – 0.11% 67
2025
Q4 		$160K Buy
+330
New +$165K 0.14% 55

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

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

McCarley & Cook Financial Planners increased its Microsoft (MSFT) stake by 96% in Q3 2026, buying an estimated $147K and bringing the position to 647 shares worth $332K. The position accounts for 0.25% of the portfolio, ranked #37.

McCarley & Cook Financial Planners first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 1,949 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • McCarley & Cook Financial Planners held 647 shares of Microsoft worth $332K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 317 Microsoft shares in Q3 2026, an estimated $147K.
  • Microsoft made up 0.25% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #37 holding.
  • McCarley & Cook Financial Planners first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 1,949 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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