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Equitable Trust’s McKesson MCK Stock Holding History

Equitable Trust’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 		$1.62M Buy
1,894
+2
+0.1% +$1.72K 0.07% 179
2026
Q2 		$1.43M Buy
1,892
+20
+1% +$15.9K 0.06% 200
2026
Q1 		$1.62M Hold
1,872
– – 0.07% 173
2025
Q4 		$1.54M Hold
1,872
– – 0.07% 184
2025
Q3 		$1.45M Hold
1,872
– – 0.07% 186
2025
Q2 		$1.37M Sell
1,872
-4
-0.2% -$2.82K 0.07% 190
2025
Q1 		$1.26M Buy
1,876
+1
+0.1% +$618 0.07% 192
2024
Q4 		$1.07M Sell
1,875
-15
-0.8% -$8.4K 0.06% 212
2024
Q3 		$934K Sell
1,890
-13
-0.7% -$7.24K 0.06% 215
2024
Q2 		$1.11M Buy
1,903
+128
+7% +$71.3K 0.08% 183
2024
Q1 		$953K Hold
1,775
– – 0.07% 202
2023
Q4 		$822K Hold
1,775
– – 0.06% 206
2023
Q3 		$772K Hold
1,775
– – 0.06% 195
2023
Q2 		$758K Hold
1,775
– – 0.06% 202
2023
Q1 		$632K Sell
1,775
-37
-2% -$13.4K 0.05% 225
2022
Q4 		$680K Hold
1,812
– – 0.05% 220
2022
Q3 		$616K Buy
1,812
+136
+8% +$47.2K 0.05% 223
2022
Q2 		$547K Buy
1,676
+752
+81% +$241K 0.04% 244
2022
Q1 		$283K Hold
924
– – 0.02% 333
2021
Q4 		$230K Buy
+924
New +$203K 0.01% 349
2021
Q3 		– Sell
-1,200
Closed -$229K – 373
2021
Q2 		$229K Hold
1,200
– – 0.01% 337
2021
Q1 		$234K Hold
1,200
– – 0.02% 322
2020
Q4 		$209K Buy
+1,200
New +$200K 0.02% 345
2019
Q4 		– Sell
-2,200
Closed -$301K – 291
2019
Q3 		$301K Hold
2,200
– – 0.03% 240
2019
Q2 		$295K Hold
2,200
– – 0.03% 242
2019
Q1 		$257K Hold
2,200
– – 0.03% 250
2018
Q4 		$243K Hold
2,200
– – 0.03% 241
2018
Q3 		$292K Buy
+2,200
New +$287K 0.03% 248

Other funds holding MCK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Overbrook Management Corp
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
Barlow Wealth Partners
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

Equitable Trust's MCK Position: Q3 2026 in Review

Equitable Trust increased its McKesson (MCK) stake by 0.11% in Q3 2026, buying an estimated $1.72K and bringing the position to 1,894 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #179.

Equitable Trust first reported a position in MCK in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.62M in Q1 2026. 395 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Equitable Trust held 1,894 shares of McKesson worth $1.62M as of Q3 2026.
  • Equitable Trust bought 2 McKesson shares in Q3 2026, an estimated $1.72K.
  • McKesson made up 0.07% of Equitable Trust's portfolio in Q3 2026, its #179 holding.
  • Equitable Trust first reported a position in McKesson in Q3 2018 and has held it in 28 quarters since.
  • Equitable Trust's McKesson position peaked at $1.62M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.