Certified Advisory Corp
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Certified Advisory Corp’s McKesson MCK Stock Holding History

Certified Advisory Corp’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 		$264K Hold
309
– – 0.02% 286
2026
Q2 		$233K Sell
309
-103
-25% -$81.7K 0.02% 295
2026
Q1 		$356K Sell
412
-71
-15% -$63.4K 0.03% 252
2025
Q4 		$396K Hold
483
– – 0.04% 231
2025
Q3 		$373K Sell
483
-227
-32% -$160K 0.04% 239
2025
Q2 		$520K Hold
710
– – 0.05% 198
2025
Q1 		$478K Sell
710
-5
-0.7% -$3.09K 0.05% 193
2024
Q4 		$408K Sell
715
-4
-0.6% -$2.24K 0.04% 218
2024
Q3 		$355K Sell
719
-18
-2% -$10K 0.04% 231
2024
Q2 		$430K Buy
737
+4
+0.5% +$2.23K 0.05% 196
2024
Q1 		$393K Buy
733
+1
+0.1% +$508 0.05% 193
2023
Q4 		$339K Buy
732
+1
+0.1% +$455 0.05% 203
2023
Q3 		$318K Buy
731
+245
+50% +$103K 0.06% 182
2023
Q2 		$208K Buy
+486
New +$187K 0.04% 218
2021
Q2 		– Sell
-504
Closed -$98K – 514
2021
Q1 		$98K Buy
+504
New +$92K 0.03% 259
2020
Q2 		$82K Buy
532
+2
+0.4% +$289 0.03% 245
2020
Q1 		$72K Buy
530
+1
+0.2% +$146 0.03% 237
2019
Q4 		$73K Sell
529
-345
-39% -$48.8K 0.02% 268
2019
Q3 		$119K Sell
874
-218
-20% -$30.9K 0.04% 220
2019
Q2 		$147K Buy
1,092
+1
+0.1% +$125 0.05% 194
2019
Q1 		$128K Buy
1,091
+2
+0.2% +$247 0.05% 194
2018
Q4 		$120K Buy
1,089
+122
+13% +$15.2K 0.06% 186
2018
Q3 		$128K Buy
967
+1
+0.1% +$130 0.06% 184
2018
Q2 		$129K Buy
966
+2
+0.2% +$293 0.07% 171
2018
Q1 		$135K Buy
964
+448
+87% +$69.8K 0.08% 168
2017
Q4 		$80K Buy
+516
New +$76.4K 0.06% 178

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

Certified Advisory Corp's MCK Position: Q3 2026 in Review

Certified Advisory Corp held its McKesson (MCK) position steady in Q3 2026 at 309 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #286.

Certified Advisory Corp first reported a position in MCK in Q4 2017 and has held it in 26 quarters since. The position peaked at $520K in Q2 2025. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Certified Advisory Corp held 309 shares of McKesson worth $264K as of Q3 2026.
  • Certified Advisory Corp left its McKesson share count unchanged in Q3 2026.
  • McKesson made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #286 holding.
  • Certified Advisory Corp first reported a position in McKesson in Q4 2017 and has held it in 26 quarters since.
  • Certified Advisory Corp's McKesson position peaked at $520K in Q2 2025.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.