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McCarley & Cook Financial Planners’s Tesla TSLA Stock Holding History

McCarley & Cook Financial Planners’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.5K Hold
134
– – 0.04% 98
2026
Q2 		$56.4K Hold
134
– – 0.04% 91
2026
Q1 		$49.8K Hold
134
– – 0.04% 94
2025
Q4 		$60.3K Buy
+134
New +$59.4K 0.05% 78

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Tesla (TSLA) position steady in Q3 2026 at 134 shares worth $47.5K. The position accounts for 0.04% of the portfolio, ranked #98.

McCarley & Cook Financial Planners first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $60.3K in Q4 2025. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • McCarley & Cook Financial Planners held 134 shares of Tesla worth $47.5K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.04% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #98 holding.
  • McCarley & Cook Financial Planners first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Tesla position peaked at $60.3K in Q4 2025.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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