Midwest Trust
MCK icon

Midwest Trust’s McKesson MCK Stock Holding History

Midwest Trust’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 		$1.49M Buy
1,747
+254
+17% +$219K 0.02% 330
2026
Q2 		$1.13M Sell
1,493
-163
-10% -$129K 0.01% 347
2026
Q1 		$1.43M Buy
1,656
+417
+34% +$372K 0.02% 320
2025
Q4 		$1.02M Buy
1,239
+287
+30% +$234K 0.01% 339
2025
Q3 		$735K Sell
952
-125
-12% -$88K 0.01% 379
2025
Q2 		$789K Buy
+1,077
New +$760K 0.01% 369

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Midwest Trust's MCK Position: Q3 2026 in Review

Midwest Trust increased its McKesson (MCK) stake by 17% in Q3 2026, buying an estimated $219K and bringing the position to 1,747 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #330.

Midwest Trust first reported a position in MCK in Q2 2025 and has held it in 6 quarters since. 1,203 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Midwest Trust held 1,747 shares of McKesson worth $1.49M as of Q3 2026.
  • Midwest Trust bought 254 McKesson shares in Q3 2026, an estimated $219K.
  • McKesson made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #330 holding.
  • Midwest Trust first reported a position in McKesson in Q2 2025 and has held it in 6 quarters since.
  • 1,203 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.