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McKinley Carter Wealth Services’s Sherwin-Williams SHW Stock Holding History

McKinley Carter Wealth Services’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Sell
1,052
-75
-7% -$25.8K 0.02% 247
2025
Q4 		$365K Hold
1,127
– – 0.02% 256
2025
Q3 		$390K Hold
1,127
– – 0.02% 245
2025
Q2 		$387K Hold
1,127
– – 0.02% 240
2025
Q1 		$394K Buy
1,127
+487
+76% +$171K 0.02% 233
2024
Q4 		$218K Sell
640
-210
-25% -$78.4K 0.01% 279
2024
Q3 		$324K Hold
850
– – 0.02% 253
2024
Q2 		$254K Sell
850
-38
-4% -$11.8K 0.02% 276
2024
Q1 		$308K Sell
888
-459
-34% -$146K 0.02% 254
2023
Q4 		$420K Sell
1,347
-595
-31% -$160K 0.03% 220
2023
Q3 		$495K Buy
1,942
+1,054
+119% +$282K 0.04% 203
2023
Q2 		$236K Buy
+888
New +$209K 0.02% 279
2023
Q1 		– Sell
-888
Closed -$211K – 306
2022
Q4 		$211K Sell
888
-750
-46% -$173K 0.02% 281
2022
Q3 		$335K Sell
1,638
-1
-0.1% -$237 0.03% 226
2022
Q2 		$367K Sell
1,639
-89
-5% -$22.8K 0.03% 226
2022
Q1 		$431K Sell
1,728
-52
-3% -$14.4K 0.03% 211
2021
Q4 		$627K Buy
1,780
+10
+0.6% +$3.23K 0.05% 172
2021
Q3 		$495K Hold
1,770
– – 0.04% 187
2021
Q2 		$482K Sell
1,770
-48
-3% -$13.2K 0.04% 190
2021
Q1 		$448K Sell
1,818
-204
-10% -$48.6K 0.04% 197
2020
Q4 		$496K Buy
2,022
+30
+2% +$7.12K 0.07% 164
2020
Q3 		$463K Sell
1,992
-132
-6% -$28.8K 0.1% 100
2020
Q2 		$409K Sell
2,124
-465
-18% -$83.8K 0.1% 103
2020
Q1 		$396K Sell
2,589
-288
-10% -$52K 0.12% 103
2019
Q4 		$560K Buy
2,877
+3
+0.1% +$572 0.13% 103
2019
Q3 		$527K Sell
2,874
-108
-4% -$18.4K 0.13% 104
2019
Q2 		$455K Sell
2,982
-225
-7% -$33.6K 0.12% 112
2019
Q1 		$460K Sell
3,207
-216
-6% -$30.1K 0.13% 106
2018
Q4 		$449K Sell
3,423
-345
-9% -$46.5K 0.15% 103
2018
Q3 		$572K Sell
3,768
-600
-14% -$88.8K 0.17% 93
2018
Q2 		$593K Sell
4,368
-876
-17% -$113K 0.19% 88
2018
Q1 		$686K Sell
5,244
-960
-15% -$131K 0.22% 85
2017
Q4 		$848K Sell
6,204
-2,190
-26% -$288K 0.29% 70
2017
Q3 		$1M Sell
8,394
-10,893
-56% -$1.25M 0.38% 58
2017
Q2 		$2.26M Sell
19,287
-486
-2% -$54.3K 1% 33
2017
Q1 		$2.04M Buy
19,773
+792
+4% +$79.8K 0.95% 40
2016
Q4 		$1.7M Buy
18,981
+210
+1% +$18.6K 0.86% 45
2016
Q3 		$1.73M Buy
18,771
+2,463
+15% +$239K 0.89% 43
2016
Q2 		$1.6M Buy
16,308
+6,321
+63% +$616K 0.83% 44
2016
Q1 		$948K Buy
+9,987
New +$874K 0.53% 52

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its Sherwin-Williams (SHW) stake by 6.7% in Q1 2026, selling an estimated $25.8K and leaving 1,052 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #247.

McKinley Carter Wealth Services first reported a position in SHW in Q1 2016 and has held it in 40 quarters since. The position peaked at $2.26M in Q2 2017. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • McKinley Carter Wealth Services held 1,052 shares of Sherwin-Williams worth $337K as of Q1 2026.
  • McKinley Carter Wealth Services sold 75 Sherwin-Williams shares in Q1 2026, an estimated $25.8K.
  • Sherwin-Williams made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #247 holding.
  • McKinley Carter Wealth Services first reported a position in Sherwin-Williams in Q1 2016 and has held it in 40 quarters since.
  • McKinley Carter Wealth Services's Sherwin-Williams position peaked at $2.26M in Q2 2017.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

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