McKinley Carter Wealth Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Sell |
45,191
-244
| -0.5% | -$56.1K | 0.6% | 40 |
|
|
2025
Q4 | $9.98M | Buy |
45,435
+99
| +0.2% | +$21.1K | 0.56% | 42 |
|
|
2025
Q3 | $10M | Sell |
45,336
-55
| -0.1% | -$12.4K | 0.52% | 45 |
|
|
2025
Q2 | $10.4M | Buy |
45,391
+1,811
| +4% | +$420K | 0.58% | 42 |
|
|
2025
Q1 | $10.1M | Sell |
43,580
-166
| -0.4% | -$36.8K | 0.62% | 39 |
|
|
2024
Q4 | $8.83M | Buy |
43,746
+49
| +0.1% | +$10.5K | 0.54% | 44 |
|
|
2024
Q3 | $9.07M | Sell |
43,697
-77
| -0.2% | -$16.1K | 0.55% | 41 |
|
|
2024
Q2 | $9.34M | Buy |
43,774
+231
| +0.5% | +$48K | 0.59% | 38 |
|
|
2024
Q1 | $9.28M | Buy |
43,543
+1,607
| +4% | +$316K | 0.62% | 37 |
|
|
2023
Q4 | $7.51M | Buy |
41,936
+4,714
| +13% | +$790K | 0.55% | 43 |
|
|
2023
Q3 | $5.67M | Sell |
37,222
-507
| -1% | -$82K | 0.45% | 47 |
|
|
2023
Q2 | $6.54M | Sell |
37,729
-392
| -1% | -$64.8K | 0.49% | 44 |
|
|
2023
Q1 | $6.22M | Sell |
38,121
-1,057
| -3% | -$162K | 0.49% | 45 |
|
|
2022
Q4 | $6.15M | Sell |
39,178
-392
| -1% | -$63.1K | 0.52% | 45 |
|
|
2022
Q3 | $6.34M | Buy |
39,570
+665
| +2% | +$110K | 0.59% | 39 |
|
|
2022
Q2 | $5.95M | Sell |
38,905
-926
| -2% | -$145K | 0.53% | 39 |
|
|
2022
Q1 | $6.31M | Sell |
39,831
-973
| -2% | -$148K | 0.49% | 42 |
|
|
2021
Q4 | $6.81M | Buy |
40,804
+250
| +0.6% | +$40.2K | 0.51% | 45 |
|
|
2021
Q3 | $6.06M | Buy |
40,554
+631
| +2% | +$94.4K | 0.5% | 43 |
|
|
2021
Q2 | $5.59M | Buy |
39,923
+1,333
| +3% | +$184K | 0.46% | 52 |
|
|
2021
Q1 | $4.98M | Buy |
38,590
+486
| +1% | +$56.8K | 0.43% | 57 |
|
|
2020
Q4 | $4.49M | Buy |
38,104
+3,474
| +10% | +$405K | 0.59% | 51 |
|
|
2020
Q3 | $3.92M | Buy |
34,630
+770
| +2% | +$85.1K | 0.88% | 34 |
|
|
2020
Q2 | $3.59M | Buy |
33,860
+4,301
| +15% | +$434K | 0.88% | 33 |
|
|
2020
Q1 | $2.74M | Buy |
29,559
+1,832
| +7% | +$210K | 0.82% | 33 |
|
|
2019
Q4 | $3.16M | Buy |
27,727
+1,000
| +4% | +$113K | 0.74% | 33 |
|
|
2019
Q3 | $3.07M | Sell |
26,727
-374
| -1% | -$43.7K | 0.79% | 32 |
|
|
2019
Q2 | $3.13M | Hold |
27,101
| – | – | 0.84% | 33 |
|
|
2019
Q1 | $2.82M | Buy |
27,101
+2,882
| +12% | +$281K | 0.79% | 34 |
|
|
2018
Q4 | $2.15M | Buy |
24,219
+1,983
| +9% | +$178K | 0.71% | 41 |
|
|
2018
Q3 | $2.01M | Buy |
22,236
+2,329
| +12% | +$207K | 0.6% | 46 |
|
|
2018
Q2 | $1.62M | Buy |
19,907
+2,289
| +13% | +$190K | 0.52% | 53 |
|
|
2018
Q1 | $1.48M | Buy |
17,618
+1,322
| +8% | +$113K | 0.48% | 51 |
|
|
2017
Q4 | $1.41M | Buy |
16,296
+4,238
| +35% | +$345K | 0.48% | 53 |
|
|
2017
Q3 | $944K | Buy |
+12,058
| New | +$916K | 0.36% | 61 |
|
Other funds holding WM
VCM
VPM
McKinley Carter Wealth Services's WM Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Waste Management (WM) stake by 0.54% in Q1 2026, selling an estimated $56.1K and leaving 45,191 shares worth $10.4M. The position accounts for 0.6% of the portfolio, ranked #40.
McKinley Carter Wealth Services first reported a position in WM in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.4M in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.
- McKinley Carter Wealth Services held 45,191 shares of Waste Management worth $10.4M as of Q1 2026.
- McKinley Carter Wealth Services sold 244 Waste Management shares in Q1 2026, an estimated $56.1K.
- Waste Management made up 0.6% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #40 holding.
- McKinley Carter Wealth Services first reported a position in Waste Management in Q3 2017 and has held it in 35 quarters since.
- McKinley Carter Wealth Services's Waste Management position peaked at $10.4M in Q2 2025.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.