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Allied Investment Advisors’s McKesson MCK Stock Holding History

Allied Investment 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 		$409K Hold
479
– – 0.04% 82
2026
Q2 		$362K Hold
479
– – 0.05% 83
2026
Q1 		$415K Hold
479
– – 0.06% 71
2025
Q4 		$393K Hold
479
– – 0.06% 73
2025
Q3 		$370K Buy
+479
New +$337K 0.06% 72

Other funds holding MCK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Allied Investment Advisors's MCK Position: Q3 2026 in Review

Allied Investment Advisors held its McKesson (MCK) position steady in Q3 2026 at 479 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #82.

Allied Investment Advisors first reported a position in MCK in Q3 2025 and has held it in 5 quarters since. The position peaked at $415K in Q1 2026. 312 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Allied Investment Advisors held 479 shares of McKesson worth $409K as of Q3 2026.
  • Allied Investment Advisors left its McKesson share count unchanged in Q3 2026.
  • McKesson made up 0.04% of Allied Investment Advisors's portfolio in Q3 2026, its #82 holding.
  • Allied Investment Advisors first reported a position in McKesson in Q3 2025 and has held it in 5 quarters since.
  • Allied Investment Advisors's McKesson position peaked at $415K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.