Defined Wealth Management’s McKesson MCK Stock Holding History

Defined 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	$579K	Buy	678 +1	+0.1%	+$860	0.3%	76
2026 Q2	$512K	Sell	677 -73	-10%	-$57.9K	0.26%	81
2026 Q1	$649K	Buy	750 +2	+0.3%	+$1.78K	0.38%	64
2025 Q4	$614K	Buy	748 +2	+0.3%	+$1.63K	0.35%	64
2025 Q3	$576K	Buy	746 +9	+1%	+$6.34K	0.33%	68
2025 Q2	$540K	Buy	737 +3	+0.4%	+$2.12K	0.33%	65
2025 Q1	$494K	Buy	734 +6	+0.8%	+$3.71K	0.33%	69
2024 Q4	$415K	Buy	728 +4	+0.6%	+$2.24K	0.27%	79
2024 Q3	$358K	Buy	724 +8	+1%	+$4.46K	0.23%	90
2024 Q2	$418K	Buy	716 +4	+0.6%	+$2.23K	0.29%	77
2024 Q1	$382K	Hold	712	–	–	0.27%	84
2023 Q4	$330K	Buy	712 +3	+0.4%	+$1.36K	0.25%	89
2023 Q3	$308K	Buy	709 +3	+0.4%	+$1.26K	0.26%	87
2023 Q2	$302K	Buy	+706	New	+$271K	0.25%	86

Other funds holding MCK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Defined Wealth Management's MCK Position: Q3 2026 in Review

Defined Wealth Management increased its McKesson (MCK) stake by 0.15% in Q3 2026, buying an estimated $860 and bringing the position to 678 shares worth $579K. The position accounts for 0.3% of the portfolio, ranked #76.

Defined Wealth Management first reported a position in MCK in Q2 2023 and has held it in 14 quarters since. The position peaked at $649K in Q1 2026. 392 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Defined Wealth Management held 678 shares of McKesson worth $579K as of Q3 2026.
Defined Wealth Management bought 1 McKesson share in Q3 2026, an estimated $860.
McKesson made up 0.3% of Defined Wealth Management's portfolio in Q3 2026, its #76 holding.
Defined Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 14 quarters since.
Defined Wealth Management's McKesson position peaked at $649K in Q1 2026.
392 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.