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McKinley Carter Wealth Services’s HCA Healthcare HCA Stock Holding History

McKinley Carter Wealth Services’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,199
Closed -$560K – 320
2025
Q4 		$560K Buy
1,199
+1
+0.1% +$464 0.03% 215
2025
Q3 		$511K Buy
1,198
+2
+0.2% +$775 0.03% 223
2025
Q2 		$458K Hold
1,196
– – 0.03% 223
2025
Q1 		$413K Sell
1,196
-466
-28% -$150K 0.03% 224
2024
Q4 		$499K Buy
1,662
+1
+0.1% +$349 0.03% 199
2024
Q3 		$675K Buy
1,661
+1
+0.1% +$366 0.04% 189
2024
Q2 		$533K Buy
1,660
+1
+0.1% +$325 0.03% 202
2024
Q1 		$553K Sell
1,659
-16
-1% -$4.89K 0.04% 201
2023
Q4 		$453K Sell
1,675
-17
-1% -$4.2K 0.03% 208
2023
Q3 		$416K Buy
1,692
+1
+0.1% +$274 0.03% 219
2023
Q2 		$513K Sell
1,691
-45
-3% -$12.5K 0.04% 204
2023
Q1 		$458K Buy
1,736
+47
+3% +$11.9K 0.04% 214
2022
Q4 		$405K Buy
1,689
+2
+0.1% +$448 0.03% 221
2022
Q3 		$310K Sell
1,687
-12
-0.7% -$2.39K 0.03% 233
2022
Q2 		$286K Buy
1,699
+2
+0.1% +$430 0.03% 249
2022
Q1 		$425K Buy
1,697
+1
+0.1% +$251 0.03% 213
2021
Q4 		$436K Buy
1,696
+1
+0.1% +$245 0.03% 204
2021
Q3 		$411K Buy
1,695
+1
+0.1% +$244 0.03% 205
2021
Q2 		$350K Sell
1,694
-3
-0.2% -$611 0.03% 224
2021
Q1 		$320K Buy
1,697
+7
+0.4% +$1.23K 0.03% 237
2020
Q4 		$278K Hold
1,690
– – 0.04% 222
2020
Q3 		$211K Buy
+1,690
New +$209K 0.05% 134

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

McKinley Carter Wealth Services sold out of HCA Healthcare (HCA) in Q1 2026, closing a stake of 1,199 shares — an estimated $560K sold.

McKinley Carter Wealth Services first reported a position in HCA in Q3 2020 and held it in 22 quarters. The position peaked at $675K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining HCA Healthcare position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,199 HCA Healthcare shares in Q1 2026, an estimated $560K.
  • McKinley Carter Wealth Services first reported a position in HCA Healthcare in Q3 2020 and held it in 22 quarters.
  • McKinley Carter Wealth Services's HCA Healthcare position peaked at $675K in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

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