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McCarley & Cook Financial Planners’s Peloton Interactive PTON Stock Holding History

McCarley & Cook Financial Planners’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$99 – 271
2026
Q1 		$99 Hold
23
– – ﹤0.01% 273
2025
Q4 		$142 Buy
+23
New +$162 ﹤0.01% 287

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pale Fire Capital SE
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

McCarley & Cook Financial Planners's PTON Position: Q2 2026 in Review

McCarley & Cook Financial Planners sold out of Peloton Interactive (PTON) in Q2 2026, closing a stake of 23 shares — an estimated $99 sold.

McCarley & Cook Financial Planners first reported a position in PTON in Q4 2025 and held it in 2 quarters. The position peaked at $142 in Q4 2025. 466 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • McCarley & Cook Financial Planners reported no remaining Peloton Interactive position as of Q2 2026 after selling out during the quarter.
  • McCarley & Cook Financial Planners sold 23 Peloton Interactive shares in Q2 2026, an estimated $99.
  • McCarley & Cook Financial Planners first reported a position in Peloton Interactive in Q4 2025 and held it in 2 quarters.
  • McCarley & Cook Financial Planners's Peloton Interactive position peaked at $142 in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q2 2026, filed 21 Oct 2026.