McKinley Carter Wealth Services’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.77M | Sell |
91,234
-4,042
| -4% | -$356K | 0.51% | 51 |
|
|
2025
Q4 | $8.93M | Buy |
95,276
+286
| +0.3% | +$30.8K | 0.5% | 47 |
|
|
2025
Q3 | $11.4M | Sell |
94,990
-3,030
| -3% | -$370K | 0.6% | 38 |
|
|
2025
Q2 | $13.1M | Buy |
98,020
+1,950
| +2% | +$220K | 0.73% | 31 |
|
|
2025
Q1 | $8.96M | Buy |
96,070
+6,990
| +8% | +$665K | 0.55% | 42 |
|
|
2024
Q4 | $7.94M | Buy |
89,080
+1,790
| +2% | +$147K | 0.49% | 48 |
|
|
2024
Q3 | $6.19M | Buy |
87,290
+8,180
| +10% | +$547K | 0.37% | 57 |
|
|
2024
Q2 | $5.34M | Buy |
79,110
+73,440
| +1,295% | +$4.59M | 0.34% | 64 |
|
|
2024
Q1 | $344K | Hold |
5,670
| – | – | 0.02% | 245 |
|
|
2023
Q4 | $276K | Buy |
+5,670
| New | +$248K | 0.02% | 258 |
|
|
2022
Q1 | – | Sell |
-4,290
| Closed | -$258K | – | 298 |
|
|
2021
Q4 | $258K | Buy |
4,290
+360
| +9% | +$23K | 0.02% | 258 |
|
|
2021
Q3 | $240K | Sell |
3,930
-5,290
| -57% | -$291K | 0.02% | 265 |
|
|
2021
Q2 | $487K | Sell |
9,220
-77,620
| -89% | -$3.97M | 0.04% | 188 |
|
|
2021
Q1 | $4.53M | Buy |
86,840
+7,310
| +9% | +$388K | 0.39% | 63 |
|
|
2020
Q4 | $4.3M | Buy |
79,530
+10,390
| +15% | +$527K | 0.56% | 55 |
|
|
2020
Q3 | $3.46M | Buy |
+69,140
| New | +$3.44M | 0.78% | 41 |
|
|
2019
Q4 | – | Sell |
-29,000
| Closed | -$776K | – | 191 |
|
|
2019
Q3 | $776K | Hold |
29,000
| – | – | 0.2% | 86 |
|
|
2019
Q2 | $1.06M | Hold |
29,000
| – | – | 0.29% | 68 |
|
|
2019
Q1 | $1.03M | Sell |
29,000
-2,400
| -8% | -$83.2K | 0.29% | 70 |
|
|
2018
Q4 | $840K | Buy |
31,400
+1,400
| +5% | +$41.9K | 0.28% | 73 |
|
|
2018
Q3 | $1.12M | Hold |
30,000
| – | – | 0.33% | 63 |
|
|
2018
Q2 | $1.17M | Hold |
30,000
| – | – | 0.38% | 60 |
|
|
2018
Q1 | $886K | Hold |
30,000
| – | – | 0.29% | 69 |
|
|
2017
Q4 | $576K | Hold |
30,000
| – | – | 0.2% | 90 |
|
|
2017
Q3 | $544K | Hold |
30,000
| – | – | 0.21% | 83 |
|
|
2017
Q2 | $448K | Sell |
30,000
-1,800
| -6% | -$27.7K | 0.2% | 79 |
|
|
2017
Q1 | $470K | Hold |
31,800
| – | – | 0.22% | 76 |
|
|
2016
Q4 | $394K | Hold |
31,800
| – | – | 0.2% | 81 |
|
|
2016
Q3 | $313K | Hold |
31,800
| – | – | 0.16% | 89 |
|
|
2016
Q2 | $291K | Buy |
31,800
+8,800
| +38% | +$84.5K | 0.15% | 97 |
|
|
2016
Q1 | $235K | Hold |
23,000
| – | – | 0.13% | 113 |
|
|
2015
Q4 | $263K | Buy |
23,000
+1,000
| +5% | +$11.4K | 0.15% | 95 |
|
|
2015
Q3 | $227K | Sell |
22,000
-12,440
| -36% | -$134K | 0.14% | 100 |
|
|
2015
Q2 | $323K | Buy |
+34,440
| New | +$288K | 0.18% | 101 |
|
Other funds holding NFLX
VCM
VPM
McKinley Carter Wealth Services's NFLX Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Netflix (NFLX) stake by 4.2% in Q1 2026, selling an estimated $356K and leaving 91,234 shares worth $8.77M. The position accounts for 0.51% of the portfolio, ranked #51.
McKinley Carter Wealth Services first reported a position in NFLX in Q2 2015 and has held it in 34 quarters since. The position peaked at $13.1M in Q2 2025. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.
- McKinley Carter Wealth Services held 91,234 shares of Netflix worth $8.77M as of Q1 2026.
- McKinley Carter Wealth Services sold 4,042 Netflix shares in Q1 2026, an estimated $356K.
- Netflix made up 0.51% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #51 holding.
- McKinley Carter Wealth Services first reported a position in Netflix in Q2 2015 and has held it in 34 quarters since.
- McKinley Carter Wealth Services's Netflix position peaked at $13.1M in Q2 2025.
- 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.