McKinley Carter Wealth Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,119
| Closed | -$350K | – | 324 |
|
|
2025
Q4 | $350K | Sell |
3,119
-27
| -0.9% | -$3.16K | 0.02% | 262 |
|
|
2025
Q3 | $399K | Buy |
3,146
+28
| +0.9% | +$3.88K | 0.02% | 243 |
|
|
2025
Q2 | $454K | Hold |
3,118
| – | – | 0.03% | 225 |
|
|
2025
Q1 | $481K | Buy |
3,118
+162
| +5% | +$23.8K | 0.03% | 208 |
|
|
2024
Q4 | $414K | Buy |
2,956
+26
| +0.9% | +$3.69K | 0.03% | 220 |
|
|
2024
Q3 | $393K | Sell |
2,930
-400
| -12% | -$50.8K | 0.02% | 228 |
|
|
2024
Q2 | $395K | Buy |
3,330
+41
| +1% | +$5.01K | 0.03% | 227 |
|
|
2024
Q1 | $404K | Hold |
3,289
| – | – | 0.03% | 226 |
|
|
2023
Q4 | $392K | Sell |
3,289
-224
| -6% | -$26.5K | 0.03% | 226 |
|
|
2023
Q3 | $405K | Sell |
3,513
-104
| -3% | -$12.5K | 0.03% | 224 |
|
|
2023
Q2 | $405K | Hold |
3,617
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $414K | Sell |
3,617
-772
| -18% | -$87.8K | 0.03% | 220 |
|
|
2022
Q4 | $507K | Buy |
4,389
+479
| +12% | +$56.1K | 0.04% | 200 |
|
|
2022
Q3 | $439K | Hold |
3,910
| – | – | 0.04% | 195 |
|
|
2022
Q2 | $445K | Hold |
3,910
| – | – | 0.04% | 209 |
|
|
2022
Q1 | $534K | Sell |
3,910
-68
| -2% | -$8.35K | 0.04% | 194 |
|
|
2021
Q4 | $543K | Hold |
3,978
| – | – | 0.04% | 187 |
|
|
2021
Q3 | $447K | Buy |
3,978
+400
| +11% | +$44.9K | 0.04% | 197 |
|
|
2021
Q2 | $384K | Hold |
3,578
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $351K | Buy |
3,578
+14
| +0.4% | +$1.29K | 0.03% | 225 |
|
|
2020
Q4 | $332K | Buy |
3,564
+81
| +2% | +$7.19K | 0.04% | 198 |
|
|
2020
Q3 | $278K | Sell |
3,483
-98
| -3% | -$7.36K | 0.06% | 121 |
|
|
2020
Q2 | $271K | Buy |
3,581
+41
| +1% | +$2.84K | 0.07% | 118 |
|
|
2020
Q1 | $223K | Sell |
3,540
-7
| -0.2% | -$559 | 0.07% | 128 |
|
|
2019
Q4 | $302K | Buy |
3,547
+9
| +0.3% | +$759 | 0.07% | 136 |
|
|
2019
Q3 | $293K | Buy |
3,538
+2
| +0.1% | +$166 | 0.07% | 138 |
|
|
2019
Q2 | $291K | Sell |
3,536
-497
| -12% | -$41.9K | 0.08% | 135 |
|
|
2019
Q1 | $323K | Sell |
4,033
-547
| -12% | -$40.3K | 0.09% | 126 |
|
|
2018
Q4 | $298K | Sell |
4,580
-158
| -3% | -$10.7K | 0.1% | 124 |
|
|
2018
Q3 | $349K | Buy |
4,738
+38
| +0.8% | +$2.73K | 0.1% | 123 |
|
|
2018
Q2 | $321K | Buy |
4,700
+600
| +15% | +$38.7K | 0.1% | 126 |
|
|
2018
Q1 | $253K | Sell |
4,100
-763
| -16% | -$50.4K | 0.08% | 141 |
|
|
2017
Q4 | $331K | Buy |
4,863
+1,017
| +26% | +$66.7K | 0.11% | 118 |
|
|
2017
Q3 | $231K | Buy |
3,846
+8
| +0.2% | +$457 | 0.09% | 135 |
|
|
2017
Q2 | $219K | Sell |
3,838
-193
| -5% | -$11.3K | 0.1% | 124 |
|
|
2017
Q1 | $237K | Buy |
4,031
+207
| +5% | +$12.6K | 0.11% | 114 |
|
|
2016
Q4 | $233K | Buy |
3,824
+7
| +0.2% | +$403 | 0.12% | 112 |
|
|
2016
Q3 | $221K | Buy |
3,817
+7
| +0.2% | +$420 | 0.11% | 113 |
|
|
2016
Q2 | $227K | Buy |
3,810
+7
| +0.2% | +$375 | 0.12% | 114 |
|
|
2016
Q1 | $205K | Buy |
+3,803
| New | +$192K | 0.11% | 122 |
|
Other funds holding PAYX
VCM
VPM
McKinley Carter Wealth Services's PAYX Position: Q1 2026 in Review
McKinley Carter Wealth Services sold out of Paychex (PAYX) in Q1 2026, closing a stake of 3,119 shares — an estimated $350K sold.
McKinley Carter Wealth Services first reported a position in PAYX in Q1 2016 and held it in 40 quarters. The position peaked at $543K in Q4 2021. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- McKinley Carter Wealth Services reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
- McKinley Carter Wealth Services sold 3,119 Paychex shares in Q1 2026, an estimated $350K.
- McKinley Carter Wealth Services first reported a position in Paychex in Q1 2016 and held it in 40 quarters.
- McKinley Carter Wealth Services's Paychex position peaked at $543K in Q4 2021.
- 1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.