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Avidian Wealth Enterprises’s McKesson MCK Stock Holding History

Avidian Wealth Enterprises’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 		$638K Buy
747
+309
+71% +$266K 0.02% 428
2026
Q2 		$331K Buy
438
+24
+6% +$19K 0.01% 571
2026
Q1 		$358K Buy
414
+94
+29% +$83.9K 0.01% 510
2025
Q4 		$263K Buy
320
+13
+4% +$10.6K 0.01% 499
2025
Q3 		$237K Buy
+307
New +$216K 0.01% 522
2025
Q2 		– Sell
-339
Closed -$228K – 568
2025
Q1 		$228K Buy
+339
New +$210K 0.01% 480
2015
Q1 		– Sell
-1,185
Closed -$246K – 44
2014
Q4 		$246K Buy
+1,185
New +$241K 0.1% 31

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Avidian Wealth Enterprises's MCK Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its McKesson (MCK) stake by 71% in Q3 2026, buying an estimated $266K and bringing the position to 747 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #428.

Avidian Wealth Enterprises first reported a position in MCK in Q4 2014 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Avidian Wealth Enterprises held 747 shares of McKesson worth $638K as of Q3 2026.
  • Avidian Wealth Enterprises bought 309 McKesson shares in Q3 2026, an estimated $266K.
  • McKesson made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #428 holding.
  • Avidian Wealth Enterprises first reported a position in McKesson in Q4 2014 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.