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McCarley & Cook Financial Planners’s Verizon VZ Stock Holding History

McCarley & Cook Financial Planners’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$69.1K Hold
1,507
– – 0.05% 82
2026
Q2 		$63.8K Hold
1,507
– – 0.05% 84
2026
Q1 		$75.7K Hold
1,507
– – 0.07% 81
2025
Q4 		$61.4K Buy
+1,507
New +$61.1K 0.06% 76

Other funds holding VZ

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Verizon (VZ) position steady in Q3 2026 at 1,507 shares worth $69.1K. The position accounts for 0.05% of the portfolio, ranked #82.

McCarley & Cook Financial Planners first reported a position in VZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $75.7K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,507 shares of Verizon worth $69.1K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Verizon share count unchanged in Q3 2026.
  • Verizon made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #82 holding.
  • McCarley & Cook Financial Planners first reported a position in Verizon in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Verizon position peaked at $75.7K in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

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