Capital Planning Advisors, LLC / META
Capital Planning Advisors, LLC’s Meta Platforms Inc Position
Does Capital Planning Advisors, LLC own Meta Platforms Inc (META)? Yes — 13.4K shares worth $8M (+1.11% of its 13F portfolio) as of Q1 2026, down from 13.6K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
13.4K
% of Portfolio
+1.11%
Quarters Held
30
currently held
Position History META
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 13.4K | $8M | +1.11% |
| Q4 2025 | 13.6K | $9M | +1.20% |
| Q3 2025 | 13.2K | $10M | +1.33% |
| Q2 2025 | 12.8K | $9M | +1.39% |
| Q1 2025 | 12.8K | $7M | +1.14% |
| Q4 2024 | 13.0K | $8M | +1.17% |
| Q3 2024 | 12.6K | $7M | +1.09% |
| Q2 2024 | 12.6K | $6M | +1.09% |
| Q1 2024 | 12.6K | $6M | +1.08% |
| Q4 2023 | 12.7K | $4M | +0.85% |
| Q3 2023 | 13.3K | $4M | +0.84% |
| Q2 2023 | 13.5K | $4M | +0.78% |
| Q1 2023 | 13.8K | $3M | +0.62% |
| Q4 2022 | 15.5K | $2M | +0.44% |
| Q3 2022 | 17.5K | $2M | +0.64% |
| Q2 2022 | 17.4K | $3M | +0.74% |
| Q1 2022 | 19.0K | $4M | +0.90% |
| Q4 2021 | 18.8K | $6M | +1.20% |
| Q3 2021 | 18.6K | $6M | +1.31% |
| Q2 2021 | 18.5K | $6M | +1.32% |
| Q1 2021 | 20.3K | $6M | +1.34% |
| Q4 2020 | 22.7K | $6M | +1.53% |
| Q3 2020 | 23.2K | $6M | +1.67% |
| Q2 2020 | 25.3K | $6M | +1.71% |
| Q1 2020 | 27.7K | $5M | +1.72% |
| Q4 2019 | 25.1K | $5M | +1.35% |
| Q3 2019 | 23.1K | $4M | +1.20% |
| Q2 2019 | 23.5K | $5M | +1.33% |
| Q1 2019 | 32.5K | $5M | +1.65% |
| Q4 2018 | 33.8K | $4M | +1.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Planning Advisors, LLC’s full portfolio or all institutional holders of META.