Insight Wealth Strategies’s McKesson MCK Stock Holding History

Insight Wealth Strategies’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	$313K	Sell	367 -7	-2%	-$6.02K	0.03%	160
2026 Q2	$287K	Sell	374 -5,351	-93%	-$4.24M	0.03%	159
2026 Q1	$4.95M	Sell	5,725 -26	-0.5%	-$23.2K	0.55%	61
2025 Q4	$4.72M	Sell	5,751 -424	-7%	-$346K	0.54%	58
2025 Q3	$4.77M	Buy	6,175 +314	+5%	+$221K	0.56%	59
2025 Q2	$4.27M	Sell	5,861 -2,044	-26%	-$1.44M	0.54%	60
2025 Q1	$5.32M	Sell	7,905 -515	-6%	-$318K	0.72%	32
2024 Q4	$4.8M	Buy	8,420 +831	+11%	+$465K	0.64%	37
2024 Q3	$3.75M	Buy	7,589 +341	+5%	+$190K	0.49%	57
2024 Q2	$4.23M	Buy	7,248 +3,201	+79%	+$1.78M	0.6%	39
2024 Q1	$2.17M	Buy	4,047 +130	+3%	+$66K	0.32%	78
2023 Q4	$1.81M	Buy	+3,917	New	+$1.78M	0.29%	81

Other funds holding MCK

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

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

CNB

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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Insight Wealth Strategies's MCK Position: Q3 2026 in Review

Insight Wealth Strategies reduced its McKesson (MCK) stake by 1.9% in Q3 2026, selling an estimated $6.02K and leaving 367 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #160.

Insight Wealth Strategies first reported a position in MCK in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.32M in Q1 2025. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Insight Wealth Strategies held 367 shares of McKesson worth $313K as of Q3 2026.
Insight Wealth Strategies sold 7 McKesson shares in Q3 2026, an estimated $6.02K.
McKesson made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #160 holding.
Insight Wealth Strategies first reported a position in McKesson in Q4 2023 and has held it in 12 quarters since.
Insight Wealth Strategies's McKesson position peaked at $5.32M in Q1 2025.
161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.