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Pimco shares owned by McKinley Carter Wealth Services

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

Historical chart of McKinley Carter Wealth Services investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco 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 Pimco by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $490k 18k 26.68

More positions owned by McKinley Carter Wealth Services

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco