Elevation Wealth Partners’s McKesson MCK Stock Holding History

Elevation Wealth Partners’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	$11.1K	Buy	13 +3	+30%	+$2.58K	﹤0.01%	857
2026 Q2	$7.56K	Buy	10 +1	+11%	+$793	﹤0.01%	902
2026 Q1	$7.79K	Buy	9 +3	+50%	+$2.68K	﹤0.01%	582
2025 Q4	$4.92K	Buy	+6	New	+$4.9K	﹤0.01%	634
2025 Q1	–	Sell	-90	Closed	-$51.4K	–	508
2024 Q4	$51.4K	Hold	90	–	–	0.02%	227
2024 Q3	$44.5K	Sell	90 -9	-9%	-$5.01K	0.02%	230
2024 Q2	$57.8K	Buy	99 +9	+10%	+$5.01K	0.03%	203
2024 Q1	$48.3K	Buy	+90	New	+$45.7K	0.02%	220

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's MCK Position: Q3 2026 in Review

Elevation Wealth Partners increased its McKesson (MCK) stake by 30% in Q3 2026, buying an estimated $2.58K and bringing the position to 13 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Elevation Wealth Partners first reported a position in MCK in Q1 2024 and has held it in 8 quarters since. The position peaked at $57.8K in Q2 2024. 95 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Elevation Wealth Partners held 13 shares of McKesson worth $11.1K as of Q3 2026.
Elevation Wealth Partners bought 3 McKesson shares in Q3 2026, an estimated $2.58K.
McKesson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #857 holding.
Elevation Wealth Partners first reported a position in McKesson in Q1 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's McKesson position peaked at $57.8K in Q2 2024.
95 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.