AdviceOne Advisory Services
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AdviceOne Advisory Services’s McKesson MCK Stock Holding History

AdviceOne Advisory Services’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 		$359K Sell
420
-25
-6% -$21.5K 0.21% 32
2026
Q2 		$336K Buy
445
+37
+9% +$29.3K 0.19% 31
2026
Q1 		$353K Hold
408
– – 0.21% 27
2025
Q4 		$335K Sell
408
-7
-2% -$5.71K 0.2% 30
2025
Q3 		$321K Hold
415
– – 0.21% 28
2025
Q2 		$304K Sell
415
-5
-1% -$3.53K 0.22% 24
2025
Q1 		$283K Sell
420
-8
-2% -$4.95K 0.23% 24
2024
Q4 		$244K Buy
+428
New +$240K 0.22% 25

Other funds holding MCK

Robeco Institutional Asset Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AdviceOne Advisory Services's MCK Position: Q3 2026 in Review

AdviceOne Advisory Services reduced its McKesson (MCK) stake by 5.6% in Q3 2026, selling an estimated $21.5K and leaving 420 shares worth $359K. The position accounts for 0.21% of the portfolio, ranked #32.

AdviceOne Advisory Services first reported a position in MCK in Q4 2024 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • AdviceOne Advisory Services held 420 shares of McKesson worth $359K as of Q3 2026.
  • AdviceOne Advisory Services sold 25 McKesson shares in Q3 2026, an estimated $21.5K.
  • McKesson made up 0.21% of AdviceOne Advisory Services's portfolio in Q3 2026, its #32 holding.
  • AdviceOne Advisory Services first reported a position in McKesson in Q4 2024 and has held it in 8 quarters since.
  • 557 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.