McKinley Carter Wealth Services’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $710K | Hold |
14,943
| – | – | 0.04% | 208 |
|
|
2026
Q1 | $613K | Sell |
14,943
-378
| -2% | -$14.8K | 0.04% | 204 |
|
|
2025
Q4 | $555K | Buy |
15,321
+1
| +0% | +$36 | 0.03% | 216 |
|
|
2025
Q3 | $544K | Buy |
15,320
+1,211
| +9% | +$41.4K | 0.03% | 216 |
|
|
2025
Q2 | $460K | Buy |
14,109
+387
| +3% | +$11.6K | 0.03% | 222 |
|
|
2025
Q1 | $404K | Sell |
13,722
-8,492
| -38% | -$270K | 0.02% | 226 |
|
|
2024
Q4 | $717K | Sell |
22,214
-1,150
| -5% | -$39.4K | 0.04% | 172 |
|
|
2024
Q3 | $807K | Hold |
23,364
| – | – | 0.05% | 175 |
|
|
2024
Q2 | $782K | Buy |
23,364
+35
| +0.2% | +$1.19K | 0.05% | 174 |
|
|
2024
Q1 | $865K | Buy |
23,329
+8,112
| +53% | +$296K | 0.06% | 163 |
|
|
2023
Q4 | $528K | Hold |
15,217
| – | – | 0.04% | 197 |
|
|
2023
Q3 | $468K | Sell |
15,217
-992
| -6% | -$31.4K | 0.04% | 205 |
|
|
2023
Q2 | $553K | Hold |
16,209
| – | – | 0.04% | 196 |
|
|
2023
Q1 | $485K | Sell |
16,209
-6,975
| -30% | -$214K | 0.04% | 206 |
|
|
2022
Q4 | $718K | Buy |
23,184
+7,719
| +50% | +$232K | 0.06% | 168 |
|
|
2022
Q3 | $412K | Sell |
15,465
-4
| -0% | -$124 | 0.04% | 205 |
|
|
2022
Q2 | $450K | Buy |
15,469
+4
| +0% | +$130 | 0.04% | 207 |
|
|
2022
Q1 | $579K | Hold |
15,465
| – | – | 0.05% | 186 |
|
|
2021
Q4 | $581K | Sell |
15,465
-1,275
| -8% | -$45K | 0.04% | 180 |
|
|
2021
Q3 | $498K | Buy |
16,740
+10,200
| +156% | +$327K | 0.04% | 184 |
|
|
2021
Q2 | $210K | Hold |
6,540
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $210K | Buy |
+6,540
| New | +$200K | 0.02% | 278 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$56K | – | 210 |
|
|
2018
Q1 | $56K | Buy |
+3,000
| New | +$56.1K | 0.02% | 250 |
|
|
2016
Q3 | – | Sell |
-23,214
| Closed | -$202K | – | 124 |
|
|
2016
Q2 | $202K | Buy |
+23,214
| New | +$202K | 0.11% | 123 |
|
|
2016
Q1 | – | Sell |
-23,514
| Closed | -$203K | – | 129 |
|
|
2015
Q4 | $203K | Buy |
23,514
+300
| +1% | +$2.72K | 0.12% | 111 |
|
|
2015
Q3 | $208K | Sell |
23,214
-2,040
| -8% | -$20K | 0.13% | 104 |
|
|
2015
Q2 | $275K | Sell |
25,254
-1,416
| -5% | -$16.4K | 0.15% | 107 |
|
|
2015
Q1 | $294K | Hold |
26,670
| – | – | 0.19% | 90 |
|
|
2014
Q4 | $322K | Hold |
26,670
| – | – | 0.25% | 77 |
|
|
2014
Q3 | $285K | Hold |
26,670
| – | – | 0.27% | 70 |
|
|
2014
Q2 | $274K | Sell |
26,670
-84
| -0.3% | -$818 | 0.29% | 70 |
|
|
2014
Q1 | $258K | Sell |
26,754
-633
| -2% | -$5.87K | 0.28% | 77 |
|
|
2013
Q4 | $263K | Buy |
27,387
+558
| +2% | +$5K | 0.26% | 94 |
|
|
2013
Q3 | $230K | Hold |
26,829
| – | – | 0.27% | 76 |
|
|
2013
Q2 | $207K | Buy |
+26,829
| New | +$220K | 0.31% | 69 |
|
Other funds holding CSX
McKinley Carter Wealth Services's CSX Position: Q2 2026 in Review
McKinley Carter Wealth Services held its CSX Corp (CSX) position steady in Q2 2026 at 14,943 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #208.
McKinley Carter Wealth Services first reported a position in CSX in Q2 2013 and has held it in 35 quarters since. The position peaked at $865K in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- McKinley Carter Wealth Services held 14,943 shares of CSX Corp worth $710K as of Q2 2026.
- McKinley Carter Wealth Services left its CSX Corp share count unchanged in Q2 2026.
- CSX Corp made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #208 holding.
- McKinley Carter Wealth Services first reported a position in CSX Corp in Q2 2013 and has held it in 35 quarters since.
- McKinley Carter Wealth Services's CSX Corp position peaked at $865K in Q1 2024.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.