Essential Partners
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Essential Partners’s McKesson MCK Stock Holding History

Essential 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 		$166K Sell
194
-22
-10% -$18.9K 0.08% 288
2026
Q2 		$163K Sell
216
-95
-31% -$75.3K 0.08% 288
2026
Q1 		$269K Hold
311
– – 0.09% 240
2025
Q4 		$255K Buy
311
+73
+31% +$59.6K 0.08% 276
2025
Q3 		$184K Sell
238
-162
-41% -$114K 0.06% 334
2025
Q2 		$293K Buy
+400
New +$282K 0.12% 233

Other funds holding MCK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Essential Partners's MCK Position: Q3 2026 in Review

Essential Partners reduced its McKesson (MCK) stake by 10% in Q3 2026, selling an estimated $18.9K and leaving 194 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #288.

Essential Partners first reported a position in MCK in Q2 2025 and has held it in 6 quarters since. The position peaked at $293K in Q2 2025. 516 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Essential Partners held 194 shares of McKesson worth $166K as of Q3 2026.
  • Essential Partners sold 22 McKesson shares in Q3 2026, an estimated $18.9K.
  • McKesson made up 0.08% of Essential Partners's portfolio in Q3 2026, its #288 holding.
  • Essential Partners first reported a position in McKesson in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's McKesson position peaked at $293K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.