MCFP
WMB icon

McCarley & Cook Financial Planners’s Williams Companies WMB Stock Holding History

McCarley & Cook Financial Planners’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$44.9K Hold
660
– – 0.03% 100
2026
Q2 		$49.1K Hold
660
– – 0.04% 97
2026
Q1 		$48K Hold
660
– – 0.04% 95
2025
Q4 		$39.7K Buy
+660
New +$39.9K 0.04% 91

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Williams Companies (WMB) position steady in Q3 2026 at 660 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #100.

McCarley & Cook Financial Planners first reported a position in WMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $49.1K in Q2 2026. 380 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • McCarley & Cook Financial Planners held 660 shares of Williams Companies worth $44.9K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.03% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #100 holding.
  • McCarley & Cook Financial Planners first reported a position in Williams Companies in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Williams Companies position peaked at $49.1K in Q2 2026.
  • 380 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

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