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McCarley & Cook Financial Planners’s Philip Morris PM Stock Holding History

McCarley & Cook Financial Planners’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.53K Hold
29
– – ﹤0.01% 195
2026
Q2 		$5.25K Hold
29
– – ﹤0.01% 185
2026
Q1 		$4.8K Hold
29
– – ﹤0.01% 199
2025
Q4 		$4.65K Buy
+29
New +$4.49K ﹤0.01% 188

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Philip Morris (PM) position steady in Q3 2026 at 29 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

McCarley & Cook Financial Planners first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • McCarley & Cook Financial Planners held 29 shares of Philip Morris worth $5.53K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #195 holding.
  • McCarley & Cook Financial Planners first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 991 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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