CWC
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Carolinas Wealth Consulting’s KeyCorp KEY Stock Holding History

Carolinas Wealth Consulting’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-691
Closed -$11K – 512
2025
Q1 		$11K Sell
691
-52
-7% -$882 ﹤0.01% 523
2024
Q4 		$12.7K Hold
743
– – ﹤0.01% 523
2024
Q3 		$12.4K Buy
743
+90
+14% +$1.43K ﹤0.01% 533
2024
Q2 		$9.28K Buy
653
+41
+7% +$595 ﹤0.01% 567
2024
Q1 		$9.68K Buy
+612
New +$8.84K ﹤0.01% 561
2023
Q3 		– Sell
-42
Closed -$388 – 1075
2023
Q2 		$388 Sell
42
-49
-54% -$511 ﹤0.01% 1030
2023
Q1 		$1.14K Sell
91
-88
-49% -$1.49K ﹤0.01% 873
2022
Q4 		$3.12K Buy
179
+19
+12% +$334 ﹤0.01% 761
2022
Q3 		$3K Buy
160
+107
+202% +$1.92K ﹤0.01% 725
2022
Q2 		$1K Buy
53
+14
+36% +$271 ﹤0.01% 834
2022
Q1 		$1K Hold
39
– – ﹤0.01% 860
2021
Q4 		$1K Buy
+39
New +$905 ﹤0.01% 901
2021
Q2 		– Sell
-1,700
Closed -$34K – 971
2021
Q1 		$34K Hold
1,700
– – 0.01% 424
2020
Q4 		$28K Buy
1,700
+1,628
+2,261% +$23.7K 0.01% 423
2020
Q3 		$1K Buy
+72
New +$878 ﹤0.01% 839

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's KEY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of KeyCorp (KEY) in Q2 2025, closing a stake of 691 shares — an estimated $11K sold.

Carolinas Wealth Consulting first reported a position in KEY in Q3 2020 and held it in 15 quarters. The position peaked at $34K in Q1 2021. 791 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining KeyCorp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 691 KeyCorp shares in Q2 2025, an estimated $11K.
  • Carolinas Wealth Consulting first reported a position in KeyCorp in Q3 2020 and held it in 15 quarters.
  • Carolinas Wealth Consulting's KeyCorp position peaked at $34K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.