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Baker Tilly Wealth Management’s McKesson MCK Stock Holding History

Baker Tilly Wealth Management’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 		$337K Buy
394
+40
+11% +$34.4K 0.07% 212
2026
Q2 		$267K Buy
354
+60
+20% +$47.6K 0.06% 237
2026
Q1 		$254K Buy
294
+33
+13% +$29.5K 0.06% 233
2025
Q4 		$214K Buy
+261
New +$213K 0.05% 271

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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's MCK Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its McKesson (MCK) stake by 11% in Q3 2026, buying an estimated $34.4K and bringing the position to 394 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #212.

Baker Tilly Wealth Management first reported a position in MCK in Q4 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Baker Tilly Wealth Management held 394 shares of McKesson worth $337K as of Q3 2026.
  • Baker Tilly Wealth Management bought 40 McKesson shares in Q3 2026, an estimated $34.4K.
  • McKesson made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #212 holding.
  • Baker Tilly Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.