Harbor Investment Advisory’s McKesson MCK Stock Holding History

Harbor Investment Advisory’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	$546K	Buy	+639	New	+$550K	0.04%	287
2026 Q1	–	Sell	-45	Closed	-$36.9K	–	1309
2025 Q4	$36.9K	Hold	45	–	–	﹤0.01%	709
2025 Q3	$34.8K	Hold	45	–	–	﹤0.01%	701
2025 Q2	$33K	Hold	45	–	–	﹤0.01%	696
2025 Q1	$30.3K	Hold	45	–	–	﹤0.01%	698
2024 Q4	$25.6K	Hold	45	–	–	﹤0.01%	719
2024 Q3	$22.2K	Sell	45 -1	-2%	-$557	﹤0.01%	731
2024 Q2	$26.9K	Buy	46 +1	+2%	+$557	﹤0.01%	696
2024 Q1	$24.2K	Hold	45	–	–	﹤0.01%	709
2023 Q4	$20.8K	Hold	45	–	–	﹤0.01%	711
2023 Q3	$19.6K	Hold	45	–	–	﹤0.01%	699
2023 Q2	$19.2K	Hold	45	–	–	﹤0.01%	906
2023 Q1	$16K	Hold	45	–	–	﹤0.01%	949
2022 Q4	$16.9K	Sell	45 -1	-2%	-$373	﹤0.01%	928
2022 Q3	$16K	Hold	46	–	–	﹤0.01%	952
2022 Q2	$15K	Buy	46 +2	+5%	+$640	﹤0.01%	959
2022 Q1	$13K	Hold	44	–	–	﹤0.01%	1018
2021 Q4	$11K	Hold	44	–	–	﹤0.01%	1040
2021 Q3	$9K	Hold	44	–	–	﹤0.01%	1069
2021 Q2	$8K	Hold	44	–	–	﹤0.01%	1050
2021 Q1	$9K	Sell	44 -6	-12%	-$1.09K	﹤0.01%	1009
2020 Q4	$9K	Hold	50	–	–	﹤0.01%	943
2020 Q3	$7K	Sell	50 -345	-87%	-$52.4K	﹤0.01%	901
2020 Q2	$61K	Sell	395 -9	-2%	-$1.3K	0.01%	419
2020 Q1	$55K	Buy	+404	New	+$59.2K	0.01%	391

Other funds holding MCK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Harbor Investment Advisory's MCK Position: Q3 2026 in Review

Harbor Investment Advisory opened a new position in McKesson (MCK) in Q3 2026: 639 shares worth $546K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in MCK as recently as Q4 2025.

Harbor Investment Advisory first reported a position in MCK in Q1 2020 and has held it in 25 quarters since. 263 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Harbor Investment Advisory held 639 shares of McKesson worth $546K as of Q3 2026.
McKesson was a new Harbor Investment Advisory position in Q3 2026.
McKesson made up 0.04% of Harbor Investment Advisory's portfolio in Q3 2026, its #287 holding.
Harbor Investment Advisory first reported a position in McKesson in Q1 2020 and has held it in 25 quarters since.
263 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.