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MCWS
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
Q1
$1.65M
Buy
13,777
+21
+0.2%
+$2.56K
0.1%
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
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$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CHC
City Holding Co
Charleston, West Virginia
$884M AUM
27.52%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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