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McKinley Carter Wealth Services’s Visa V Stock Holding History

McKinley Carter Wealth Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
5,382
-2,013
-27% -$647K 0.09% 135
2025
Q4 		$2.59M Sell
7,395
-39
-0.5% -$13.3K 0.14% 112
2025
Q3 		$2.54M Buy
7,434
+35
+0.5% +$12.1K 0.13% 111
2025
Q2 		$2.63M Sell
7,399
-365
-5% -$127K 0.15% 104
2025
Q1 		$2.72M Sell
7,764
-573
-7% -$194K 0.17% 91
2024
Q4 		$2.63M Sell
8,337
-211
-2% -$63.4K 0.16% 95
2024
Q3 		$2.35M Sell
8,548
-91
-1% -$24.6K 0.14% 109
2024
Q2 		$2.27M Sell
8,639
-366
-4% -$100K 0.14% 107
2024
Q1 		$2.51M Buy
9,005
+3,882
+76% +$1.07M 0.17% 101
2023
Q4 		$1.33M Buy
5,123
+63
+1% +$15.5K 0.1% 129
2023
Q3 		$1.16M Sell
5,060
-71
-1% -$17.1K 0.09% 136
2023
Q2 		$1.22M Sell
5,131
-120
-2% -$27.5K 0.09% 140
2023
Q1 		$1.18M Sell
5,251
-589
-10% -$131K 0.09% 136
2022
Q4 		$1.21M Buy
5,840
+461
+9% +$93K 0.1% 129
2022
Q3 		$956K Buy
5,379
+122
+2% +$24.8K 0.09% 134
2022
Q2 		$1.03M Sell
5,257
-100
-2% -$20.7K 0.09% 135
2022
Q1 		$1.19M Buy
5,357
+1,186
+28% +$257K 0.09% 131
2021
Q4 		$904K Sell
4,171
-56
-1% -$12K 0.07% 147
2021
Q3 		$942K Buy
4,227
+70
+2% +$16.4K 0.08% 143
2021
Q2 		$972K Sell
4,157
-269
-6% -$61.5K 0.08% 146
2021
Q1 		$937K Buy
4,426
+81
+2% +$17.1K 0.08% 148
2020
Q4 		$951K Sell
4,345
-92
-2% -$18.8K 0.12% 132
2020
Q3 		$887K Buy
4,437
+101
+2% +$20.2K 0.2% 78
2020
Q2 		$838K Buy
4,336
+425
+11% +$77.6K 0.21% 81
2020
Q1 		$630K Sell
3,911
-231
-6% -$43.5K 0.19% 82
2019
Q4 		$778K Sell
4,142
-798
-16% -$144K 0.18% 92
2019
Q3 		$850K Buy
4,940
+19
+0.4% +$3.38K 0.22% 81
2019
Q2 		$854K Buy
4,921
+78
+2% +$12.8K 0.23% 79
2019
Q1 		$756K Buy
4,843
+1
+0% +$144 0.21% 87
2018
Q4 		$639K Sell
4,842
-56
-1% -$7.73K 0.21% 90
2018
Q3 		$735K Buy
4,898
+58
+1% +$8.25K 0.22% 84
2018
Q2 		$641K Buy
4,840
+1,521
+46% +$196K 0.21% 86
2018
Q1 		$397K Sell
3,319
-65
-2% -$7.88K 0.13% 109
2017
Q4 		$386K Sell
3,384
-634
-16% -$70K 0.13% 109
2017
Q3 		$423K Sell
4,018
-148
-4% -$15K 0.16% 96
2017
Q2 		$391K Sell
4,166
-12
-0.3% -$1.11K 0.17% 86
2017
Q1 		$371K Buy
4,178
+259
+7% +$22.3K 0.17% 87
2016
Q4 		$306K Buy
3,919
+2
+0.1% +$161 0.15% 95
2016
Q3 		$324K Buy
3,917
+1
+0% +$80 0.17% 88
2016
Q2 		$290K Buy
3,916
+148
+4% +$11.6K 0.15% 98
2016
Q1 		$288K Sell
3,768
-688
-15% -$50K 0.16% 98
2015
Q4 		$346K Buy
4,456
+138
+3% +$10.7K 0.2% 85
2015
Q3 		$301K Sell
4,318
-559
-11% -$39.9K 0.19% 85
2015
Q2 		$328K Buy
+4,877
New +$331K 0.18% 99
2014
Q3 		– Sell
-4,560
Closed -$240K – 102
2014
Q2 		$240K Sell
4,560
-1,800
-28% -$94.1K 0.25% 74
2014
Q1 		$343K Sell
6,360
-580
-8% -$32.2K 0.37% 60
2013
Q4 		$386K Buy
6,940
+1,680
+32% +$84.7K 0.38% 72
2013
Q3 		$251K Buy
5,260
+356
+7% +$16.4K 0.3% 71
2013
Q2 		$224K Buy
+4,904
New +$215K 0.34% 63

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its Visa (V) stake by 27% in Q1 2026, selling an estimated $647K and leaving 5,382 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #135.

McKinley Carter Wealth Services first reported a position in V in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.72M in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • McKinley Carter Wealth Services held 5,382 shares of Visa worth $1.63M as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,013 Visa shares in Q1 2026, an estimated $647K.
  • Visa made up 0.09% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #135 holding.
  • McKinley Carter Wealth Services first reported a position in Visa in Q2 2013 and has held it in 49 quarters since.
  • McKinley Carter Wealth Services's Visa position peaked at $2.72M in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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