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McCarley & Cook Financial Planners’s Walmart Inc WMT Stock Holding History

McCarley & Cook Financial Planners’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$444K Hold
4,273
– – 0.34% 32
2026
Q2 		$484K Hold
4,273
– – 0.38% 25
2026
Q1 		$531K Hold
4,273
– – 0.46% 23
2025
Q4 		$476K Buy
+4,273
New +$459K 0.43% 24

Other funds holding WMT

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Walmart Inc (WMT) position steady in Q3 2026 at 4,273 shares worth $444K. The position accounts for 0.34% of the portfolio, ranked #32.

McCarley & Cook Financial Planners first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $531K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • McCarley & Cook Financial Planners held 4,273 shares of Walmart Inc worth $444K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.34% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #32 holding.
  • McCarley & Cook Financial Planners first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Walmart Inc position peaked at $531K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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