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McKinley Carter Wealth Services’s CME Group CME Stock Holding History

McKinley Carter Wealth Services’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-761
Closed -$208K – 313
2025
Q4 		$208K Sell
761
-236
-24% -$64.1K 0.01% 314
2025
Q3 		$269K Buy
997
+15
+2% +$4.08K 0.01% 281
2025
Q2 		$271K Sell
982
-145
-13% -$39.4K 0.02% 271
2025
Q1 		$299K Buy
1,127
+28
+3% +$6.91K 0.02% 257
2024
Q4 		$255K Buy
1,099
+27
+3% +$6.21K 0.02% 261
2024
Q3 		$237K Sell
1,072
-25
-2% -$5.17K 0.01% 284
2024
Q2 		$216K Hold
1,097
– – 0.01% 288
2024
Q1 		$236K Sell
1,097
-100
-8% -$21K 0.02% 277
2023
Q4 		$252K Sell
1,197
-94
-7% -$20.1K 0.02% 270
2023
Q3 		$258K Sell
1,291
-100
-7% -$19.9K 0.02% 256
2023
Q2 		$258K Sell
1,391
-57
-4% -$10.5K 0.02% 266
2023
Q1 		$277K Hold
1,448
– – 0.02% 255
2022
Q4 		$243K Sell
1,448
-291
-17% -$50.6K 0.02% 265
2022
Q3 		$308K Sell
1,739
-70
-4% -$13.8K 0.03% 234
2022
Q2 		$370K Sell
1,809
-71
-4% -$15.1K 0.03% 223
2022
Q1 		$447K Buy
1,880
+46
+3% +$10.8K 0.04% 205
2021
Q4 		$419K Hold
1,834
– – 0.03% 209
2021
Q3 		$355K Hold
1,834
– – 0.03% 221
2021
Q2 		$390K Hold
1,834
– – 0.03% 217
2021
Q1 		$375K Buy
1,834
+71
+4% +$14K 0.03% 214
2020
Q4 		$321K Buy
+1,763
New +$300K 0.04% 203
2018
Q2 		– Sell
-879
Closed -$142K – 200
2018
Q1 		$142K Buy
+879
New +$140K 0.05% 186

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McKinley Carter Wealth Services's CME Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of CME Group (CME) in Q1 2026, closing a stake of 761 shares — an estimated $208K sold.

McKinley Carter Wealth Services first reported a position in CME in Q1 2018 and held it in 22 quarters. The position peaked at $447K in Q1 2022. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining CME Group position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 761 CME Group shares in Q1 2026, an estimated $208K.
  • McKinley Carter Wealth Services first reported a position in CME Group in Q1 2018 and held it in 22 quarters.
  • McKinley Carter Wealth Services's CME Group position peaked at $447K in Q1 2022.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.