Rothwell Investment Advisors, LLC’s McKesson MCK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.04M	Buy	+1,214	New	+$1.04M	0.55%	30

Other funds holding MCK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MCK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in McKesson (MCK) in Q3 2026: 1,214 shares worth $1.04M. The stake represents 0.55% of the portfolio and ranks #30 among its holdings.

1,184 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,214 shares of McKesson worth $1.04M as of Q3 2026.
McKesson was a new Rothwell Investment Advisors, LLC position in Q3 2026.
McKesson made up 0.55% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #30 holding.
1,184 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.