McCarley & Cook Financial Planners’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

McCarley & Cook Financial Planners’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$300K	Hold	10,218	–	–	0.23%	42
2026 Q2	$288K	Hold	10,218	–	–	0.22%	43
2026 Q1	$282K	Hold	10,218	–	–	0.24%	41
2025 Q4	$290K	Buy	+10,218	New	+$277K	0.26%	37

Other funds holding OAKM

Choate Investment Advisors Boston, Massachusetts $5.8B AUM 16.84% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q3 2026 at 10,218 shares worth $300K. The position accounts for 0.23% of the portfolio, ranked #42.

McCarley & Cook Financial Planners first reported a position in OAKM in Q4 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

McCarley & Cook Financial Planners held 10,218 shares of Oakmark U.S. Large Cap ETF worth $300K as of Q3 2026.
McCarley & Cook Financial Planners left its Oakmark U.S. Large Cap ETF share count unchanged in Q3 2026.
Oakmark U.S. Large Cap ETF made up 0.23% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #42 holding.
McCarley & Cook Financial Planners first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

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