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Citigroup shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Citigroup (C) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup 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 Citigroup by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.0M 43k 139.96
2018-03-31 $8.0k 115 69.57

More positions owned by McKinley Carter Wealth Services

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Morningstar Grwt (ILCG)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for McKinley Carter Wealth Services

Top funds holding Citigroup

BlackRock
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Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup