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McCarley & Cook Financial Planners’s Pfizer PFE Stock Holding History

McCarley & Cook Financial Planners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.7K Hold
270
– – 0.01% 181
2026
Q2 		$6.5K Hold
270
– – 0.01% 173
2026
Q1 		$7.58K Hold
270
– – 0.01% 176
2025
Q4 		$6.72K Buy
+270
New +$6.81K 0.01% 173

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Pfizer (PFE) position steady in Q3 2026 at 270 shares worth $7.7K. The position accounts for 0.01% of the portfolio, ranked #181.

McCarley & Cook Financial Planners first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. 1,027 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • McCarley & Cook Financial Planners held 270 shares of Pfizer worth $7.7K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #181 holding.
  • McCarley & Cook Financial Planners first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

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