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U.S. Bancorp shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 39k 44.70
2023-12-31 $1.6M 38k 43.28
2023-09-30 $1.4M 41k 33.06
2023-06-30 $1.4M 41k 33.04
2023-03-31 $1.5M 41k 36.05
2022-12-31 $1.7M 38k 43.61
2022-09-30 $1.5M 36k 40.32
2022-06-30 $1.8M 38k 46.02
2022-03-31 $1.9M 36k 53.15
2021-12-31 $1.9M 34k 56.16
2021-09-30 $2.0M 33k 59.45
2021-06-30 $1.9M 33k 56.94
2021-03-31 $1.8M 32k 55.31
2020-12-31 $991k 21k 46.57
2020-09-30 $629k 18k 35.84
2020-06-30 $623k 17k 36.79
2020-03-31 $515k 15k 34.46
2019-12-31 $1.1M 19k 59.28
2019-09-30 $998k 18k 55.34
2019-06-30 $874k 17k 52.42
2019-03-31 $790k 16k 48.17
2018-12-31 $645k 14k 45.73
2018-09-30 $369k 7.0k 52.78
2018-06-30 $353k 7.1k 49.99
2018-03-31 $357k 7.1k 50.56
2017-12-31 $387k 7.2k 53.52
2017-09-30 $388k 7.2k 53.66
2017-06-30 $375k 7.2k 51.86
2017-03-31 $360k 7.0k 51.57
2016-12-31 $359k 7.0k 51.43
2016-09-30 $299k 7.0k 42.83
2016-06-30 $298k 7.4k 40.26
2016-03-31 $300k 7.4k 40.54
2015-12-31 $316k 7.4k 42.70
2015-09-30 $320k 7.8k 41.02
2015-06-30 $349k 8.0k 43.40
2015-03-31 $325k 7.4k 43.64
2014-12-31 $270k 6.0k 44.93

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding U.S. Bancorp

Vanguard Group
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
T. Rowe Price Associates
Norges Bank Investment Management
Davis Selected Advisers
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Legal & General Group
Amundi
Barrow, Hanley, Mewhinney & Strauss
Federated Investors

View all funds holding U.S. Bancorp