Diversify Advisory Services’s McKesson MCK Stock Holding History

Diversify Advisory Services’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	$1.48M	Buy	1,487 +344	+30%	+$296K	0.02%	538
2026 Q2	$972K	Buy	1,143 +821	+255%	+$651K	0.02%	641
2026 Q1	$265K	Buy	322 +73	+29%	+$65.2K	0.04%	181
2025 Q4	$209K	Sell	249 -43	-15%	-$35.1K	0.01%	869
2025 Q3	$240K	Sell	292 -31	-10%	-$21.8K	0.01%	790
2025 Q2	$213K	Buy	+323	New	+$228K	0.01%	775

Other funds holding MCK

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Diversify Advisory Services's MCK Position: Q3 2026 in Review

Diversify Advisory Services increased its McKesson (MCK) stake by 30% in Q3 2026, buying an estimated $296K and bringing the position to 1,487 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #538.

Diversify Advisory Services first reported a position in MCK in Q2 2025 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Diversify Advisory Services held 1,487 shares of McKesson worth $1.48M as of Q3 2026.
Diversify Advisory Services bought 344 McKesson shares in Q3 2026, an estimated $296K.
McKesson made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #538 holding.
Diversify Advisory Services first reported a position in McKesson in Q2 2025 and has held it in 6 quarters since.
441 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.