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Apella Capital’s McKesson MCK Stock Holding History

Apella Capital’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 		$619K Buy
680
+68
+11% +$58.5K 0.01% 471
2026
Q2 		$494K Buy
612
+20
+3% +$15.9K 0.01% 475
2026
Q1 		$513K Buy
592
+247
+72% +$220K 0.01% 465
2025
Q4 		$283K Buy
345
+6
+2% +$4.9K 0.01% 453
2025
Q3 		$263K Buy
339
+23
+7% +$16.2K 0.01% 415
2025
Q2 		$232K Buy
316
+11
+4% +$7.76K 0.01% 391
2025
Q1 		$205K Buy
+305
New +$189K 0.01% 371

Other funds holding MCK

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Apella Capital's MCK Position: Q3 2026 in Review

Apella Capital increased its McKesson (MCK) stake by 11% in Q3 2026, buying an estimated $58.5K and bringing the position to 680 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #471.

Apella Capital first reported a position in MCK in Q1 2025 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Apella Capital held 680 shares of McKesson worth $619K as of Q3 2026.
  • Apella Capital bought 68 McKesson shares in Q3 2026, an estimated $58.5K.
  • McKesson made up 0.01% of Apella Capital's portfolio in Q3 2026, its #471 holding.
  • Apella Capital first reported a position in McKesson in Q1 2025 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.