Ferguson Wellman Capital Management’s McKesson MCK Stock Holding History

Ferguson Wellman Capital 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	$24.5M	Buy	28,674 +438	+2%	+$377K	0.29%	71
2026 Q2	$21.3M	Buy	28,236 +935	+3%	+$741K	0.26%	79
2026 Q1	$23.6M	Buy	27,301 +26,903	+6,760%	+$24M	0.32%	71
2025 Q4	$326K	Buy	398 +27	+7%	+$22K	0.01%	302
2025 Q3	$287K	Buy	+371	New	+$261K	﹤0.01%	311
2016 Q4	–	Sell	-2,627	Closed	-$438K	–	345
2016 Q3	$438K	Hold	2,627	–	–	0.02%	231
2016 Q2	$490K	Hold	2,627	–	–	0.02%	223
2016 Q1	$413K	Hold	2,627	–	–	0.02%	232
2015 Q4	$518K	Hold	2,627	–	–	0.02%	236
2015 Q3	$486K	Hold	2,627	–	–	0.02%	232
2015 Q2	$591K	Hold	2,627	–	–	0.02%	232
2015 Q1	$594K	Hold	2,627	–	–	0.02%	232
2014 Q4	$545K	Hold	2,627	–	–	0.02%	238
2014 Q3	$511K	Sell	2,627 -95	-3%	-$18.3K	0.02%	224
2014 Q2	$507K	Buy	+2,722	New	+$484K	0.02%	231

Other funds holding MCK

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Ferguson Wellman Capital Management's MCK Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its McKesson (MCK) stake by 1.6% in Q3 2026, buying an estimated $377K and bringing the position to 28,674 shares worth $24.5M. The position accounts for 0.29% of the portfolio, ranked #71.

Ferguson Wellman Capital Management first reported a position in MCK in Q2 2014 and has held it in 15 quarters since. 19 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Ferguson Wellman Capital Management held 28,674 shares of McKesson worth $24.5M as of Q3 2026.
Ferguson Wellman Capital Management bought 438 McKesson shares in Q3 2026, an estimated $377K.
McKesson made up 0.29% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #71 holding.
Ferguson Wellman Capital Management first reported a position in McKesson in Q2 2014 and has held it in 15 quarters since.
19 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.