MHR
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Matthew Hamilton Rosenberg’s McKesson MCK Stock Holding History

Matthew Hamilton Rosenberg’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 		$347K Buy
406
+11
+3% +$9.46K 0.06% 153
2026
Q2 		$298K Buy
395
+147
+59% +$117K 0.06% 166
2026
Q1 		$215K Hold
248
– – 0.04% 197
2025
Q4 		$203K Hold
248
– – 0.04% 204
2025
Q3 		$192K Hold
248
– – 0.04% 212
2025
Q2 		$182K Buy
248
+79
+47% +$55.8K 0.04% 220
2025
Q1 		$114K Buy
169
+30
+22% +$18.5K 0.03% 284
2024
Q4 		$79.2K Buy
139
+128
+1,164% +$71.7K 0.02% 348
2024
Q3 		$5.44K Hold
11
– – ﹤0.01% 686
2024
Q2 		$6.45K Hold
11
– – ﹤0.01% 633
2024
Q1 		$5.9K Hold
11
– – ﹤0.01% 673
2023
Q4 		$5.09K Buy
+11
New +$5K ﹤0.01% 702

Other funds holding MCK

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
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Matthew Hamilton Rosenberg's MCK Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its McKesson (MCK) stake by 2.8% in Q3 2026, buying an estimated $9.46K and bringing the position to 406 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #153.

Matthew Hamilton Rosenberg first reported a position in MCK in Q4 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Matthew Hamilton Rosenberg held 406 shares of McKesson worth $347K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 11 McKesson shares in Q3 2026, an estimated $9.46K.
  • McKesson made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #153 holding.
  • Matthew Hamilton Rosenberg first reported a position in McKesson in Q4 2023 and has held it in 12 quarters since.
  • 103 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.