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McKinley Carter Wealth Services, Inc.: MCK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McKinley Carter Wealth Services, Inc. on MCK, newest first. How the timeline and the estimate are built.

McKinley Carter Wealth Services, Inc. held 13,629 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,629 shares
    Change vs previous 13F +30 shares

    0.53% of the 13F portfolio, value $10,298,141.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,599 shares
    Change vs previous 13F -503 shares

    0.68% of the 13F portfolio, value $11,768,183.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,102 shares
    Change vs previous 13F -233 shares

    0.65% of the 13F portfolio, value $11,568,105.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,335 shares
    Change vs previous 13F -214 shares

    0.58% of the 13F portfolio, value $11,074,409.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,549 shares
    Change vs previous 13F +600 shares

    0.59% of the 13F portfolio, value $10,660,876.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,949 shares
    Change vs previous 13F +201 shares

    0.58% of the 13F portfolio, value $9,387,793.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,748 shares
    Change vs previous 13F +61 shares

    0.48% of the 13F portfolio, value $7,835,175.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,687 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,766,994.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).