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McKinley Carter Wealth Services’s City Holding Co CHCO Stock Holding History

McKinley Carter Wealth Services’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
15,306
+1,529
+11% +$192K 0.1% 124
2026
Q1 		$1.65M Buy
13,777
+21
+0.2% +$2.56K 0.09% 134
2025
Q4 		$1.64M Buy
13,756
+22
+0.2% +$2.68K 0.09% 138
2025
Q3 		$1.7M Buy
13,734
+19
+0.1% +$2.38K 0.09% 130
2025
Q2 		$1.68M Sell
13,715
-2,502
-15% -$294K 0.09% 126
2025
Q1 		$1.9M Buy
16,217
+20
+0.1% +$2.36K 0.12% 114
2024
Q4 		$1.92M Buy
16,197
+19
+0.1% +$2.35K 0.12% 109
2024
Q3 		$1.9M Buy
16,178
+17
+0.1% +$1.97K 0.11% 119
2024
Q2 		$1.72M Buy
16,161
+20
+0.1% +$2.06K 0.11% 121
2024
Q1 		$1.68M Buy
16,141
+11,019
+215% +$1.14M 0.11% 120
2023
Q4 		$565K Buy
5,122
+4
+0.1% +$391 0.04% 191
2023
Q3 		$462K Buy
5,118
+18
+0.4% +$1.67K 0.04% 209
2023
Q2 		$459K Buy
5,100
+21
+0.4% +$1.91K 0.03% 213
2023
Q1 		$462K Buy
5,079
+20
+0.4% +$1.89K 0.04% 212
2022
Q4 		$471K Buy
5,059
+22
+0.4% +$2.12K 0.04% 206
2022
Q3 		$447K Buy
+5,037
New +$431K 0.04% 193
2018
Q2 		– Sell
-1,622
Closed -$111K – 198
2018
Q1 		$111K Sell
1,622
-1,707
-51% -$118K 0.04% 208
2017
Q4 		$225K Buy
+3,329
New +$232K 0.08% 145

Other funds holding CHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its City Holding Co (CHCO) stake by 11% in Q2 2026, buying an estimated $192K and bringing the position to 15,306 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #124.

McKinley Carter Wealth Services first reported a position in CHCO in Q4 2017 and has held it in 18 quarters since. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • McKinley Carter Wealth Services held 15,306 shares of City Holding Co worth $2.03M as of Q2 2026.
  • McKinley Carter Wealth Services bought 1,529 City Holding Co shares in Q2 2026, an estimated $192K.
  • City Holding Co made up 0.1% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #124 holding.
  • McKinley Carter Wealth Services first reported a position in City Holding Co in Q4 2017 and has held it in 18 quarters since.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

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