Modera Wealth Management
MCK icon

Modera Wealth Management’s McKesson MCK Stock Holding History

Modera 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 		$6.2M Sell
7,257
-89
-1% -$76.6K 0.07% 171
2026
Q2 		$5.55M Sell
7,346
-131
-2% -$104K 0.06% 177
2026
Q1 		$6.47M Buy
7,477
+221
+3% +$197K 0.08% 158
2025
Q4 		$5.95M Buy
7,256
+14
+0.2% +$11.4K 0.07% 170
2025
Q3 		$5.59M Sell
7,242
-129
-2% -$90.8K 0.06% 175
2025
Q2 		$5.4M Sell
7,371
-33
-0.4% -$23.3K 0.07% 173
2025
Q1 		$4.98M Sell
7,404
-95
-1% -$58.7K 0.07% 179
2024
Q4 		$4.27M Buy
7,499
+6,698
+836% +$3.75M 0.05% 191
2024
Q3 		$396K Sell
801
-3
-0.4% -$1.67K 0.01% 451
2024
Q2 		$470K Buy
804
+17
+2% +$9.46K 0.01% 401
2024
Q1 		$423K Buy
787
+12
+2% +$6.09K 0.01% 414
2023
Q4 		$359K Sell
775
-127
-14% -$57.8K 0.01% 436
2023
Q3 		$392K Buy
902
+55
+6% +$23.2K 0.01% 394
2023
Q2 		$362K Buy
+847
New +$326K 0.01% 435
2022
Q1 		– Sell
-1,584
Closed -$394K – 501
2021
Q4 		$394K Buy
+1,584
New +$348K 0.02% 332

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Modera Wealth Management reduced its McKesson (MCK) stake by 1.2% in Q3 2026, selling an estimated $76.6K and leaving 7,257 shares worth $6.2M. The position accounts for 0.07% of the portfolio, ranked #171.

Modera Wealth Management first reported a position in MCK in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.47M in Q1 2026. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Modera Wealth Management held 7,257 shares of McKesson worth $6.2M as of Q3 2026.
  • Modera Wealth Management sold 89 McKesson shares in Q3 2026, an estimated $76.6K.
  • McKesson made up 0.07% of Modera Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Modera Wealth Management first reported a position in McKesson in Q4 2021 and has held it in 15 quarters since.
  • Modera Wealth Management's McKesson position peaked at $6.47M in Q1 2026.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.