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CoreCap Advisors’s McKesson MCK Stock Holding History

CoreCap Advisors’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 		$361K Buy
423
+56
+15% +$48.2K 0.01% 644
2026
Q2 		$277K Buy
367
+21
+6% +$16.6K 0.01% 734
2026
Q1 		$299K Sell
346
-19
-5% -$17K 0.01% 655
2025
Q4 		$299K Sell
365
-155
-30% -$126K 0.01% 651
2025
Q3 		$402K Sell
520
-821
-61% -$578K 0.01% 576
2025
Q2 		$983K Buy
1,341
+917
+216% +$647K 0.04% 356
2025
Q1 		$285K Sell
424
-235
-36% -$145K 0.01% 604
2024
Q4 		$376K Buy
659
+4
+0.6% +$2.24K 0.02% 535
2024
Q3 		$324K Sell
655
-216
-25% -$120K 0.02% 557
2024
Q2 		$509K Sell
871
-100
-10% -$55.7K 0.05% 220
2024
Q1 		$521K Buy
971
+58
+6% +$29.4K 0.03% 388
2023
Q4 		$423K Sell
913
-94
-9% -$42.7K 0.03% 377
2023
Q3 		$438K Sell
1,007
-68
-6% -$28.7K 0.03% 346
2023
Q2 		$459K Buy
+1,075
New +$413K 0.03% 364
2022
Q4 		$533K Sell
1,422
-390
-22% -$145K 0.04% 337
2022
Q3 		$616K Buy
1,812
+299
+20% +$104K 0.05% 283
2022
Q2 		$494K Buy
1,513
+802
+113% +$257K 0.04% 322
2022
Q1 		$218K Buy
711
+350
+97% +$95.2K 0.02% 490
2021
Q4 		$90K Buy
+361
New +$79.3K 0.01% 791

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
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
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

CoreCap Advisors's MCK Position: Q3 2026 in Review

CoreCap Advisors increased its McKesson (MCK) stake by 15% in Q3 2026, buying an estimated $48.2K and bringing the position to 423 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #644.

CoreCap Advisors first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $983K in Q2 2025. 103 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • CoreCap Advisors held 423 shares of McKesson worth $361K as of Q3 2026.
  • CoreCap Advisors bought 56 McKesson shares in Q3 2026, an estimated $48.2K.
  • McKesson made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #644 holding.
  • CoreCap Advisors first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's McKesson position peaked at $983K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.