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Cape Investment Advisory’s McKesson MCK Stock Holding History

Cape Investment Advisory’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 		$66.6K Buy
78
+1
+1% +$860 0.02% 424
2026
Q2 		$58.2K Buy
+77
New +$61K 0.02% 455
2026
Q1 		– Sell
-123
Closed -$101K – 787
2025
Q4 		$101K Buy
123
+13
+12% +$10.6K 0.03% 300
2025
Q3 		$85K Sell
110
-10
-8% -$7.04K 0.08% 176
2025
Q2 		$87.9K Sell
120
-2
-2% -$1.41K 0.03% 284
2025
Q1 		$82.1K Buy
122
+20
+20% +$12.4K 0.03% 273
2024
Q4 		$58.1K Buy
102
+8
+9% +$4.48K 0.02% 311
2024
Q3 		$46.5K Buy
94
+36
+62% +$20K 0.02% 329
2024
Q2 		$33.9K Buy
58
+16
+38% +$8.91K 0.02% 353
2024
Q1 		$22.5K Sell
42
-3
-7% -$1.52K 0.01% 426
2023
Q4 		$20.8K Buy
45
+4
+10% +$1.82K 0.01% 525
2023
Q3 		$17.8K Sell
41
-41
-50% -$17.3K 0.01% 459
2023
Q2 		$35K Buy
82
+10
+14% +$3.84K 0.02% 347
2023
Q1 		$25.6K Buy
+72
New +$26K 0.02% 384

Other funds holding MCK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Cape Investment Advisory's MCK Position: Q3 2026 in Review

Cape Investment Advisory increased its McKesson (MCK) stake by 1.3% in Q3 2026, buying an estimated $860 and bringing the position to 78 shares worth $66.6K. The position accounts for 0.02% of the portfolio, ranked #424.

Cape Investment Advisory first reported a position in MCK in Q1 2023 and has held it in 14 quarters since. The position peaked at $101K in Q4 2025. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Cape Investment Advisory held 78 shares of McKesson worth $66.6K as of Q3 2026.
  • Cape Investment Advisory bought 1 McKesson share in Q3 2026, an estimated $860.
  • McKesson made up 0.02% of Cape Investment Advisory's portfolio in Q3 2026, its #424 holding.
  • Cape Investment Advisory first reported a position in McKesson in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's McKesson position peaked at $101K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.