Addison Advisors
MCK icon

Addison Advisors’s McKesson MCK Stock Holding History

Addison Advisors’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 		$86.2K Buy
101
+2
+2% +$1.72K 0.04% 197
2026
Q2 		$74.8K Sell
99
-234
-70% -$186K 0.04% 213
2026
Q1 		$288K Buy
333
+9
+3% +$8.03K 0.06% 176
2025
Q4 		$266K Buy
324
+1
+0.3% +$816 0.06% 179
2025
Q3 		$250K Hold
323
– – 0.06% 193
2025
Q2 		$237K Buy
323
+2
+0.6% +$1.41K 0.06% 196
2025
Q1 		$216K Buy
321
+4
+1% +$2.47K 0.06% 194
2024
Q4 		$181K Sell
317
-3
-0.9% -$1.68K 0.05% 221
2024
Q3 		$158K Sell
320
-1
-0.3% -$557 0.04% 251
2024
Q2 		$187K Buy
321
+4
+1% +$2.23K 0.06% 204
2024
Q1 		$170K Buy
317
+18
+6% +$9.14K 0.06% 212
2023
Q4 		$138K Buy
299
+22
+8% +$10K 0.05% 233
2023
Q3 		$120K Buy
277
+19
+7% +$8.01K 0.06% 222
2023
Q2 		$110K Buy
258
+7
+3% +$2.69K 0.05% 229
2023
Q1 		$89.4K Sell
251
-3
-1% -$1.08K 0.05% 237
2022
Q4 		$95.3K Buy
254
+8
+3% +$2.98K 0.06% 223
2022
Q3 		$84K Buy
246
+9
+4% +$3.12K 0.05% 211
2022
Q2 		$77K Sell
237
-23
-9% -$7.36K 0.05% 218
2022
Q1 		$80K Buy
260
+42
+19% +$11.4K 0.04% 229
2021
Q4 		$54K Buy
218
+16
+8% +$3.51K 0.03% 236
2021
Q3 		$40K Buy
202
+2
+1% +$400 0.03% 205
2021
Q2 		$38K Buy
+200
New +$38.6K 0.03% 207
2020
Q4 		$35K Buy
+200
New +$33.3K 0.03% 205

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Addison Advisors's MCK Position: Q3 2026 in Review

Addison Advisors increased its McKesson (MCK) stake by 2% in Q3 2026, buying an estimated $1.72K and bringing the position to 101 shares worth $86.2K. The position accounts for 0.04% of the portfolio, ranked #197.

Addison Advisors first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $288K in Q1 2026. 1,184 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Addison Advisors held 101 shares of McKesson worth $86.2K as of Q3 2026.
  • Addison Advisors bought 2 McKesson shares in Q3 2026, an estimated $1.72K.
  • McKesson made up 0.04% of Addison Advisors's portfolio in Q3 2026, its #197 holding.
  • Addison Advisors first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Addison Advisors's McKesson position peaked at $288K in Q1 2026.
  • 1,184 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

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