Genesis Private Wealth
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Genesis Private Wealth’s McKesson MCK Stock Holding History

Genesis Private Wealth’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 		– Sell
-328
Closed -$248K – 193
2026
Q2 		$248K Sell
328
-32
-9% -$25.4K 0.07% 162
2026
Q1 		$312K Buy
360
+45
+14% +$40.2K 0.1% 120
2025
Q4 		$258K Sell
315
-72
-19% -$58.8K 0.08% 143
2025
Q3 		$299K Sell
387
-22
-5% -$15.5K 0.13% 97
2025
Q2 		$300K Sell
409
-63
-13% -$44.5K 0.14% 89
2025
Q1 		$318K Sell
472
-28
-6% -$17.3K 0.17% 75
2024
Q4 		$285K Buy
+500
New +$280K 0.16% 81

Other funds holding MCK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Genesis Private Wealth's MCK Position: Q3 2026 in Review

Genesis Private Wealth sold out of McKesson (MCK) in Q3 2026, closing a stake of 328 shares — an estimated $248K sold.

Genesis Private Wealth first reported a position in MCK in Q4 2024 and held it in 7 quarters. The position peaked at $318K in Q1 2025. 1,585 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Genesis Private Wealth reported no remaining McKesson position as of Q3 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 328 McKesson shares in Q3 2026, an estimated $248K.
  • Genesis Private Wealth first reported a position in McKesson in Q4 2024 and held it in 7 quarters.
  • Genesis Private Wealth's McKesson position peaked at $318K in Q1 2025.
  • 1,585 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.