Level Wealth Management
MCK icon

Level Wealth Management’s McKesson MCK Stock Holding History

Level 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
Q3 		$255K Buy
+298
New +$256K 0.1% 74

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Level Wealth Management's MCK Position: Q3 2026 in Review

Level Wealth Management opened a new position in McKesson (MCK) in Q3 2026: 298 shares worth $255K. The stake represents 0.1% of the portfolio and ranks #74 among its holdings.

1,184 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Level Wealth Management held 298 shares of McKesson worth $255K as of Q3 2026.
  • McKesson was a new Level Wealth Management position in Q3 2026.
  • McKesson made up 0.1% of Level Wealth Management's portfolio in Q3 2026, its #74 holding.
  • 1,184 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.