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McCarley & Cook Financial Planners’s Oracle ORCL Stock Holding History

McCarley & Cook Financial Planners’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.94K Hold
36
– – ﹤0.01% 204
2026
Q2 		$5.28K Hold
36
– – ﹤0.01% 183
2026
Q1 		$5.3K Hold
36
– – ﹤0.01% 193
2025
Q4 		$7.02K Buy
+36
New +$8.57K 0.01% 169

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Oracle (ORCL) position steady in Q3 2026 at 36 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

McCarley & Cook Financial Planners first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.02K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • McCarley & Cook Financial Planners held 36 shares of Oracle worth $4.94K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Oracle share count unchanged in Q3 2026.
  • Oracle made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #204 holding.
  • McCarley & Cook Financial Planners first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Oracle position peaked at $7.02K in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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