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Ellsworth Advisors’s McKesson MCK Stock Holding History

Ellsworth 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 		$5.9M Buy
6,909
+6,471
+1,477% +$5.57M 0.95% 40
2026
Q2 		$349K Buy
+438
New +$347K 0.06% 154
2025
Q2 		– Sell
-7,962
Closed -$5.36M – 184
2025
Q1 		$5.36M Buy
+7,962
New +$4.92M 1.41% 23

Other funds holding MCK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Ellsworth Advisors's MCK Position: Q3 2026 in Review

Ellsworth Advisors increased its McKesson (MCK) stake by 1,477% in Q3 2026, buying an estimated $5.57M and bringing the position to 6,909 shares worth $5.9M. The position accounts for 0.95% of the portfolio, ranked #40.

Ellsworth Advisors first reported a position in MCK in Q1 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Ellsworth Advisors held 6,909 shares of McKesson worth $5.9M as of Q3 2026.
  • Ellsworth Advisors bought 6,471 McKesson shares in Q3 2026, an estimated $5.57M.
  • McKesson made up 0.95% of Ellsworth Advisors's portfolio in Q3 2026, its #40 holding.
  • Ellsworth Advisors first reported a position in McKesson in Q1 2025 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.