Kerntke Otto McGlone Wealth Management Group’s McKesson MCK Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	-287	Closed	-$217K	–	102
2026 Q2	$217K	Hold	287	–	–	0.13%	91
2026 Q1	$248K	Buy	287 +1	+0.3%	+$893	0.17%	76
2025 Q4	$235K	Hold	286	–	–	0.17%	76
2025 Q3	$221K	Hold	286	–	–	0.17%	78
2025 Q2	$210K	Buy	+286	New	+$202K	0.17%	83

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

Kerntke Otto McGlone Wealth Management Group's MCK Position: Q3 2026 in Review

Kerntke Otto McGlone Wealth Management Group sold out of McKesson (MCK) in Q3 2026, closing a stake of 287 shares — an estimated $217K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in MCK in Q2 2025 and held it in 5 quarters. The position peaked at $248K in Q1 2026. 270 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Kerntke Otto McGlone Wealth Management Group reported no remaining McKesson position as of Q3 2026 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 287 McKesson shares in Q3 2026, an estimated $217K.
Kerntke Otto McGlone Wealth Management Group first reported a position in McKesson in Q2 2025 and held it in 5 quarters.
Kerntke Otto McGlone Wealth Management Group's McKesson position peaked at $248K in Q1 2026.
270 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.