GWWM
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Great Waters Wealth Management’s McKesson MCK Stock Holding History

Great Waters Wealth 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
Q2 		$742K Hold
982
– – 0.07% 57
2026
Q1 		$850K Sell
982
-10
-1% -$8.93K 0.09% 46
2025
Q4 		$814K Hold
992
– – 0.09% 47
2025
Q3 		$766K Hold
992
– – 0.09% 48
2025
Q2 		$727K Buy
992
+1
+0.1% +$706 0.09% 48
2025
Q1 		$667K Sell
991
-1,880
-65% -$1.16M 0.09% 52
2024
Q4 		$1.64M Buy
2,871
+1,877
+189% +$1.05M 0.21% 32
2024
Q3 		$491K Hold
994
– – 0.07% 63
2024
Q2 		$581K Hold
994
– – 0.09% 56
2024
Q1 		$534K Hold
994
– – 0.09% 58
2023
Q4 		$477K Hold
994
– – 0.08% 63
2023
Q3 		$443K Hold
994
– – 0.09% 62
2023
Q2 		$425K Hold
994
– – 0.08% 62
2023
Q1 		$358K Hold
994
– – 0.08% 69
2022
Q4 		$374K Buy
+994
New +$371K 0.08% 68

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return