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Capital Advisors Wealth Management’s McKesson MCK Stock Holding History

Capital Advisors 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 		$373K Buy
436
+76
+21% +$65.4K 0.04% 168
2026
Q2 		$272K Buy
+360
New +$285K 0.03% 199

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

Capital Advisors Wealth Management's MCK Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its McKesson (MCK) stake by 21% in Q3 2026, buying an estimated $65.4K and bringing the position to 436 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #168.

Capital Advisors Wealth Management first reported a position in MCK in Q2 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Capital Advisors Wealth Management held 436 shares of McKesson worth $373K as of Q3 2026.
  • Capital Advisors Wealth Management bought 76 McKesson shares in Q3 2026, an estimated $65.4K.
  • McKesson made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Capital Advisors Wealth Management first reported a position in McKesson in Q2 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.