Aufman Associates
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Aufman Associates’s McKesson MCK Stock Holding History

Aufman Associates’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 		$272K Buy
319
+19
+6% +$16.3K 0.11% 51
2026
Q2 		$227K Hold
300
– – 0.09% 63
2026
Q1 		$260K Hold
300
– – 0.13% 55
2025
Q4 		$246K Hold
300
– – 0.13% 56
2025
Q3 		$232K Hold
300
– – 0.13% 57
2025
Q2 		$220K Hold
300
– – 0.14% 58
2025
Q1 		$202K Buy
+300
New +$185K 0.14% 55

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aufman Associates's MCK Position: Q3 2026 in Review

Aufman Associates increased its McKesson (MCK) stake by 6.3% in Q3 2026, buying an estimated $16.3K and bringing the position to 319 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #51.

Aufman Associates first reported a position in MCK in Q1 2025 and has held it in 7 quarters since. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Aufman Associates held 319 shares of McKesson worth $272K as of Q3 2026.
  • Aufman Associates bought 19 McKesson shares in Q3 2026, an estimated $16.3K.
  • McKesson made up 0.11% of Aufman Associates's portfolio in Q3 2026, its #51 holding.
  • Aufman Associates first reported a position in McKesson in Q1 2025 and has held it in 7 quarters since.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.