Endowment Wealth Management
MCK icon

Endowment Wealth Management’s McKesson MCK Stock Holding History

Endowment 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 		$316K Sell
370
-10
-3% -$8.6K 0.11% 131
2026
Q2 		$287K Buy
380
+17
+5% +$13.5K 0.11% 129
2026
Q1 		$314K Buy
+363
New +$324K 0.14% 104

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Endowment Wealth Management reduced its McKesson (MCK) stake by 2.6% in Q3 2026, selling an estimated $8.6K and leaving 370 shares worth $316K. The position accounts for 0.11% of the portfolio, ranked #131.

Endowment Wealth Management first reported a position in MCK in Q1 2026 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Endowment Wealth Management held 370 shares of McKesson worth $316K as of Q3 2026.
  • Endowment Wealth Management sold 10 McKesson shares in Q3 2026, an estimated $8.6K.
  • McKesson made up 0.11% of Endowment Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Endowment Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 3 quarters since.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.