Back to COF-PN
McCarley & Cook Financial Planners → COF-PN
McCarley & Cook Financial Planners COF-PN Position History
COF-PN
Quarters held
8
Latest value
$2K
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.4M |
| Q4 2025 | $3K |
| Q1 2026 | $2.3M |
| Q1 2026 | $2K |
| Q2 2026 | $2.3M |
| Q2 2026 | $2K |
| Q3 2026 | $3.1M |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 12 | — | — |
| Q3 2026 | $3.1M | 147.2K | — | — |
| Q2 2026 | $2K | 12 | — | — |
| Q2 2026 | $2.3M | 105.3K | — | — |
| Q1 2026 | $2K | 12 | — | — |
| Q1 2026 | $2.3M | 104.0K | — | — |
| Q4 2025 | $3K | 12 | — | — |
| Q4 2025 | $1.4M | 62.2K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B
Other McCarley & Cook Financial Planners positions
ETHA
$45.3MiShares Core S&P 500 ETF
ETHA
$39.5MiShares Core S&P 500 ETF
ETHA
$30.7MiShares Core S&P 500 ETF
ETHA
$29.1MiShares Core S&P 500 ETF
VGES
$21.9MVanguard Ftse Developed Markets ETF
VGES
$21.6MVanguard Ftse Developed Markets ETF
VGES
$19MVanguard Ftse Developed Markets ETF
VGES
$16.2MVanguard Ftse Developed Markets ETF