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McKinley Carter Wealth Services’s Wells Fargo WFC Stock Holding History

McKinley Carter Wealth Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
23,493
+958
+4% +$82.3K 0.11% 129
2025
Q4 		$2.1M Buy
22,535
+886
+4% +$76.9K 0.12% 122
2025
Q3 		$1.81M Buy
21,649
+176
+0.8% +$14.3K 0.1% 127
2025
Q2 		$1.72M Buy
21,473
+16,802
+360% +$1.21M 0.1% 123
2025
Q1 		$335K Buy
4,671
+907
+24% +$68.1K 0.02% 250
2024
Q4 		$264K Buy
+3,764
New +$257K 0.02% 256
2024
Q3 		– Sell
-3,516
Closed -$209K – 309
2024
Q2 		$209K Buy
3,516
+21
+0.6% +$1.24K 0.01% 293
2024
Q1 		$203K Buy
+3,495
New +$183K 0.01% 295
2020
Q1 		– Sell
-3,833
Closed -$206K – 188
2019
Q4 		$206K Buy
+3,833
New +$201K 0.05% 159
2018
Q4 		– Sell
-3,905
Closed -$205K – 158
2018
Q3 		$205K Hold
3,905
– – 0.06% 155
2018
Q2 		$216K Sell
3,905
-159
-4% -$8.52K 0.07% 152
2018
Q1 		$213K Sell
4,064
-1,181
-23% -$70.2K 0.07% 151
2017
Q4 		$318K Sell
5,245
-4,331
-45% -$245K 0.11% 122
2017
Q3 		$528K Sell
9,576
-2,327
-20% -$124K 0.2% 84
2017
Q2 		$599K Sell
11,903
-708
-6% -$37.9K 0.26% 71
2017
Q1 		$640K Buy
12,611
+85
+0.7% +$4.82K 0.3% 67
2016
Q4 		$626K Buy
12,526
+2,003
+19% +$101K 0.32% 68
2016
Q3 		$466K Sell
10,523
-926
-8% -$44.3K 0.24% 76
2016
Q2 		$542K Buy
11,449
+345
+3% +$16.8K 0.28% 72
2016
Q1 		$537K Buy
11,104
+1,847
+20% +$90.4K 0.3% 74
2015
Q4 		$503K Sell
9,257
-97
-1% -$5.27K 0.29% 69
2015
Q3 		$480K Sell
9,354
-731
-7% -$40.2K 0.3% 68
2015
Q2 		$567K Buy
10,085
+1,519
+18% +$84.7K 0.31% 72
2015
Q1 		$466K Buy
8,566
+2,883
+51% +$156K 0.3% 72
2014
Q4 		$312K Buy
+5,683
New +$301K 0.24% 79

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its Wells Fargo (WFC) stake by 4.3% in Q1 2026, buying an estimated $82.3K and bringing the position to 23,493 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #129.

McKinley Carter Wealth Services first reported a position in WFC in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.1M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • McKinley Carter Wealth Services held 23,493 shares of Wells Fargo worth $1.87M as of Q1 2026.
  • McKinley Carter Wealth Services bought 958 Wells Fargo shares in Q1 2026, an estimated $82.3K.
  • Wells Fargo made up 0.11% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #129 holding.
  • McKinley Carter Wealth Services first reported a position in Wells Fargo in Q4 2014 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's Wells Fargo position peaked at $2.1M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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