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McKinley Carter Wealth Services’s Citigroup C Stock Holding History

McKinley Carter Wealth Services’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.02M Buy
+43,040
New +$5.6M 0.31% 73
2018
Q2 		– Sell
-115
Closed -$8K – 192
2018
Q1 		$8K Buy
+115
New +$8.64K ﹤0.01% 385

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McKinley Carter Wealth Services's C Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in Citigroup (C) in Q2 2026: 43,040 shares worth $6.02M. The stake represents 0.31% of the portfolio and ranks #73 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in C as recently as Q1 2018.

McKinley Carter Wealth Services first reported a position in C in Q1 2018 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • McKinley Carter Wealth Services held 43,040 shares of Citigroup worth $6.02M as of Q2 2026.
  • Citigroup was a new McKinley Carter Wealth Services position in Q2 2026.
  • Citigroup made up 0.31% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #73 holding.
  • McKinley Carter Wealth Services first reported a position in Citigroup in Q1 2018 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.