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Gradient Investments’s McKesson MCK Stock Holding History

Gradient Investments’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
-514
Closed -$388K – 474
2026
Q2 		$388K Buy
514
+102
+25% +$80.9K 0.01% 383
2026
Q1 		$357K Buy
412
+2
+0.5% +$1.78K 0.01% 364
2025
Q4 		$336K Sell
410
-8
-2% -$6.53K 0.01% 307
2025
Q3 		$323K Buy
418
+8
+2% +$5.63K 0.01% 327
2025
Q2 		$300K Sell
410
-1
-0.2% -$706 0.01% 318
2025
Q1 		$277K Buy
411
+1
+0.2% +$618 0.01% 288
2024
Q4 		$234K Hold
410
– – ﹤0.01% 277
2024
Q3 		$203K Buy
410
+400
+4,000% +$223K ﹤0.01% 294
2024
Q2 		$5.88K Sell
10
-1
-9% -$557 ﹤0.01% 833
2024
Q1 		$5.91K Sell
11
-63
-85% -$32K ﹤0.01% 702
2023
Q4 		$34.3K Sell
74
-142
-66% -$64.6K ﹤0.01% 613
2023
Q3 		$93.9K Buy
216
+69
+47% +$29.1K ﹤0.01% 400
2023
Q2 		$62.8K Sell
147
-13
-8% -$5K ﹤0.01% 466
2023
Q1 		$57K Sell
160
-1
-0.6% -$361 ﹤0.01% 477
2022
Q4 		$60.4K Buy
161
+1
+0.6% +$373 ﹤0.01% 464
2022
Q3 		$54K Sell
160
-35
-18% -$12.2K ﹤0.01% 469
2022
Q2 		$64K Buy
195
+60
+44% +$19.2K ﹤0.01% 434
2022
Q1 		$41K Hold
135
– – ﹤0.01% 511
2021
Q4 		$34K Hold
135
– – ﹤0.01% 563
2021
Q3 		$27K Hold
135
– – ﹤0.01% 590
2021
Q2 		$26K Hold
135
– – ﹤0.01% 586
2021
Q1 		$26K Hold
135
– – ﹤0.01% 581
2020
Q4 		$20K Hold
135
– – ﹤0.01% 572
2020
Q3 		$20K Hold
135
– – ﹤0.01% 575
2020
Q2 		$21K Hold
135
– – ﹤0.01% 523
2020
Q1 		$18K Sell
135
-53
-28% -$7.76K ﹤0.01% 547
2019
Q4 		$26K Hold
188
– – ﹤0.01% 527
2019
Q3 		$26K Buy
188
+4
+2% +$567 ﹤0.01% 487
2019
Q2 		$25K Buy
184
+175
+1,944% +$21.8K ﹤0.01% 483
2019
Q1 		$1K Sell
9
-175
-95% -$21.6K ﹤0.01% 802
2018
Q4 		$20K Sell
184
-34
-16% -$4.24K ﹤0.01% 452
2018
Q3 		$29K Sell
218
-63
-22% -$8.21K ﹤0.01% 429
2018
Q2 		$37K Sell
281
-6
-2% -$878 ﹤0.01% 381
2018
Q1 		$40K Buy
287
+63
+28% +$9.82K ﹤0.01% 376
2017
Q4 		$35K Buy
+224
New +$33.2K ﹤0.01% 401
2017
Q3 		– Sell
-209
Closed -$34K – 516
2017
Q2 		$34K Buy
209
+175
+515% +$26.5K ﹤0.01% 346
2017
Q1 		$5K Sell
34
-26
-43% -$3.81K ﹤0.01% 616
2016
Q4 		$8K Hold
60
– – ﹤0.01% 485
2016
Q3 		$10K Buy
60
+9
+18% +$1.68K ﹤0.01% 452
2016
Q2 		$10K Buy
51
+26
+104% +$4.56K ﹤0.01% 428
2016
Q1 		$4K Hold
25
– – ﹤0.01% 566
2015
Q4 		$5K Hold
25
– – ﹤0.01% 492
2015
Q3 		$5K Buy
+25
New +$5.3K ﹤0.01% 452
2015
Q2 		– Sell
-49
Closed -$11K – 681
2015
Q1 		$11K Buy
+49
New +$10.9K ﹤0.01% 396
2014
Q3 		– Sell
-475
Closed -$88K – 507
2014
Q2 		$88K Buy
+475
New +$84.5K 0.02% 187

Other funds holding MCK

OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments's MCK Position: Q3 2026 in Review

Gradient Investments sold out of McKesson (MCK) in Q3 2026, closing a stake of 514 shares — an estimated $388K sold.

Gradient Investments first reported a position in MCK in Q2 2014 and held it in 45 quarters. The position peaked at $388K in Q2 2026. 95 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Gradient Investments reported no remaining McKesson position as of Q3 2026 after selling out during the quarter.
  • Gradient Investments sold 514 McKesson shares in Q3 2026, an estimated $388K.
  • Gradient Investments first reported a position in McKesson in Q2 2014 and held it in 45 quarters.
  • Gradient Investments's McKesson position peaked at $388K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.