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Acropolis Investment Management’s McKesson MCK Stock Holding History

Acropolis Investment Management’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 		$217K Sell
254
-24
-9% -$20.6K 0.01% 278
2026
Q2 		$210K Hold
278
– – 0.01% 282
2026
Q1 		$241K Sell
278
-12
-4% -$10.7K 0.01% 265
2025
Q4 		$238K Hold
290
– – 0.01% 261
2025
Q3 		$213K Buy
+290
New +$204K 0.01% 251
2025
Q2 		– Sell
-253
Closed -$170K – 278
2025
Q1 		$170K Buy
253
+2
+0.8% +$1.24K 0.01% 245
2024
Q4 		$143K Buy
+251
New +$141K 0.01% 267
2024
Q3 		– Sell
-181
Closed -$106K – 303
2024
Q2 		$106K Buy
+181
New +$101K 0.01% 284
2020
Q1 		– Sell
-815
Closed -$113K – 188
2019
Q4 		$113K Sell
815
-975
-54% -$138K 0.02% 163
2019
Q3 		$238K Buy
1,790
+130
+8% +$18.4K 0.03% 124
2019
Q2 		$223K Sell
1,660
-20
-1% -$2.49K 0.03% 115
2019
Q1 		$197K Sell
1,680
-10
-0.6% -$1.23K 0.03% 118
2018
Q4 		$187K Sell
1,690
-402
-19% -$50.1K 0.03% 118
2018
Q3 		$278K Sell
2,092
-90
-4% -$11.7K 0.04% 107
2018
Q2 		$291K Sell
2,182
-3,745
-63% -$548K 0.05% 102
2018
Q1 		$835K Buy
5,927
+2,825
+91% +$440K 0.14% 76
2017
Q4 		$484K Buy
3,102
+50
+2% +$7.41K 0.07% 92
2017
Q3 		$469K Buy
3,052
+145
+5% +$22.6K 0.08% 87
2017
Q2 		$478K Buy
+2,907
New +$441K 0.08% 89

Other funds holding MCK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Acropolis Investment Management's MCK Position: Q3 2026 in Review

Acropolis Investment Management reduced its McKesson (MCK) stake by 8.6% in Q3 2026, selling an estimated $20.6K and leaving 254 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #278.

Acropolis Investment Management first reported a position in MCK in Q2 2017 and has held it in 19 quarters since. The position peaked at $835K in Q1 2018. 179 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Acropolis Investment Management held 254 shares of McKesson worth $217K as of Q3 2026.
  • Acropolis Investment Management sold 24 McKesson shares in Q3 2026, an estimated $20.6K.
  • McKesson made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #278 holding.
  • Acropolis Investment Management first reported a position in McKesson in Q2 2017 and has held it in 19 quarters since.
  • Acropolis Investment Management's McKesson position peaked at $835K in Q1 2018.
  • 179 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.