McKinley Carter Wealth Services
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McKinley Carter Wealth Services’s General Dynamics GD Stock Holding History

McKinley Carter Wealth Services’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.31M Buy
22,022
+833
+4% +$309K 0.37% 66
2026
Q2 		$7.51M Sell
21,189
-1,567
-7% -$537K 0.39% 63
2026
Q1 		$7.81M Buy
22,756
+2,900
+15% +$1.03M 0.45% 58
2025
Q4 		$6.68M Buy
19,856
+11,621
+141% +$3.96M 0.37% 64
2025
Q3 		$2.81M Buy
8,235
+724
+10% +$228K 0.15% 106
2025
Q2 		$2.19M Sell
7,511
-5
-0.1% -$1.38K 0.12% 111
2025
Q1 		$2.05M Buy
7,516
+348
+5% +$90.5K 0.13% 109
2024
Q4 		$1.89M Sell
7,168
-3
-0% -$864 0.12% 113
2024
Q3 		$2.17M Buy
7,171
+263
+4% +$77.3K 0.13% 111
2024
Q2 		$2M Sell
6,908
-95
-1% -$27.8K 0.13% 112
2024
Q1 		$1.98M Sell
7,003
-23
-0.3% -$6.15K 0.13% 108
2023
Q4 		$1.82M Buy
7,026
+524
+8% +$128K 0.13% 105
2023
Q3 		$1.44M Sell
6,502
-70
-1% -$15.5K 0.11% 125
2023
Q2 		$1.41M Buy
6,572
+798
+14% +$172K 0.11% 130
2023
Q1 		$1.32M Buy
+5,774
New +$1.33M 0.1% 130
2020
Q2 		– Sell
-4,989
Closed -$660K – 140
2020
Q1 		$660K Sell
4,989
-824
-14% -$137K 0.2% 80
2019
Q4 		$1.02M Buy
5,813
+737
+15% +$132K 0.24% 77
2019
Q3 		$927K Buy
5,076
+306
+6% +$56.8K 0.24% 79
2019
Q2 		$867K Sell
4,770
-204
-4% -$35.1K 0.23% 78
2019
Q1 		$842K Buy
4,974
+567
+13% +$95.5K 0.24% 80
2018
Q4 		$693K Buy
4,407
+2,040
+86% +$366K 0.23% 86
2018
Q3 		$485K Sell
2,367
-112
-5% -$21.9K 0.14% 102
2018
Q2 		$462K Buy
2,479
+632
+34% +$129K 0.15% 100
2018
Q1 		$408K Buy
1,847
+578
+46% +$126K 0.13% 107
2017
Q4 		$258K Buy
+1,269
New +$259K 0.09% 137

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

McKinley Carter Wealth Services's GD Position: Q3 2026 in Review

McKinley Carter Wealth Services increased its General Dynamics (GD) stake by 3.9% in Q3 2026, buying an estimated $309K and bringing the position to 22,022 shares worth $7.31M. The position accounts for 0.37% of the portfolio, ranked #66.

McKinley Carter Wealth Services first reported a position in GD in Q4 2017 and has held it in 25 quarters since. The position peaked at $7.81M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • McKinley Carter Wealth Services held 22,022 shares of General Dynamics worth $7.31M as of Q3 2026.
  • McKinley Carter Wealth Services bought 833 General Dynamics shares in Q3 2026, an estimated $309K.
  • General Dynamics made up 0.37% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #66 holding.
  • McKinley Carter Wealth Services first reported a position in General Dynamics in Q4 2017 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's General Dynamics position peaked at $7.81M in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.