McKinley Carter Wealth Services’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,599
| Closed | -$209K | – | 308 |
|
|
2025
Q4 | $209K | Sell |
1,599
-61
| -4% | -$8.15K | 0.01% | 313 |
|
|
2025
Q3 | $231K | Buy |
1,660
+29
| +2% | +$4.1K | 0.01% | 301 |
|
|
2025
Q2 | $227K | Hold |
1,631
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $241K | Sell |
1,631
-55
| -3% | -$7.25K | 0.01% | 275 |
|
|
2024
Q4 | $210K | Buy |
1,686
+55
| +3% | +$7.42K | 0.01% | 284 |
|
|
2024
Q3 | $239K | Sell |
1,631
-1
| -0.1% | -$142 | 0.01% | 279 |
|
|
2024
Q2 | $211K | Buy |
+1,632
| New | +$206K | 0.01% | 292 |
|
|
2024
Q1 | – | Sell |
-1,631
| Closed | -$215K | – | 301 |
|
|
2023
Q4 | $215K | Sell |
1,631
-82
| -5% | -$10.3K | 0.02% | 291 |
|
|
2023
Q3 | $212K | Buy |
1,713
+32
| +2% | +$4.49K | 0.02% | 282 |
|
|
2023
Q2 | $240K | Hold |
1,681
| – | – | 0.02% | 276 |
|
|
2023
Q1 | $246K | Buy |
1,681
+50
| +3% | +$7.41K | 0.02% | 269 |
|
|
2022
Q4 | $249K | Sell |
1,631
-40
| -2% | -$5.77K | 0.02% | 262 |
|
|
2022
Q3 | $217K | Hold |
1,671
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $249K | Hold |
1,671
| – | – | 0.02% | 264 |
|
|
2022
Q1 | $277K | Hold |
1,671
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $316K | Hold |
1,671
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $283K | Hold |
1,671
| – | – | 0.02% | 244 |
|
|
2021
Q2 | $257K | Hold |
1,671
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $251K | Hold |
1,671
| – | – | 0.02% | 260 |
|
|
2020
Q4 | $256K | Buy |
1,671
+80
| +5% | +$12.3K | 0.03% | 229 |
|
|
2020
Q3 | $230K | Hold |
1,591
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $205K | Buy |
+1,591
| New | +$198K | 0.05% | 130 |
|
|
2020
Q1 | – | Sell |
-1,865
| Closed | -$229K | – | 136 |
|
|
2019
Q4 | $229K | Buy |
1,865
+4
| +0.2% | +$485 | 0.05% | 150 |
|
|
2019
Q3 | $231K | Hold |
1,861
| – | – | 0.06% | 147 |
|
|
2019
Q2 | $216K | Buy |
+1,861
| New | +$205K | 0.06% | 147 |
|
|
2018
Q2 | – | Sell |
-1,800
| Closed | -$148K | – | 174 |
|
|
2018
Q1 | $148K | Buy |
+1,800
| New | +$147K | 0.05% | 182 |
|
|
2016
Q3 | – | Sell |
-2,648
| Closed | -$224K | – | 122 |
|
|
2016
Q2 | $224K | Buy |
+2,648
| New | +$197K | 0.12% | 115 |
|
Other funds holding AWK
McKinley Carter Wealth Services's AWK Position: Q1 2026 in Review
McKinley Carter Wealth Services sold out of American Water Works (AWK) in Q1 2026, closing a stake of 1,599 shares — an estimated $209K sold.
McKinley Carter Wealth Services first reported a position in AWK in Q2 2016 and held it in 27 quarters. The position peaked at $316K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold AWK as of Q1 2026.
- McKinley Carter Wealth Services reported no remaining American Water Works position as of Q1 2026 after selling out during the quarter.
- McKinley Carter Wealth Services sold 1,599 American Water Works shares in Q1 2026, an estimated $209K.
- McKinley Carter Wealth Services first reported a position in American Water Works in Q2 2016 and held it in 27 quarters.
- McKinley Carter Wealth Services's American Water Works position peaked at $316K in Q4 2021.
- 1,143 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.