NorthCrest Asset Manangement’s McKesson MCK Stock Holding History

NorthCrest Asset Manangement’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	$676K	Buy	727 +76	+12%	+$65.4K	0.02%	526
2026 Q2	$516K	Sell	651 -69	-10%	-$54.7K	0.01%	551
2026 Q1	$637K	Sell	720 -222	-24%	-$198K	0.02%	414
2025 Q4	$777K	Buy	942 +182	+24%	+$149K	0.02%	422
2025 Q3	$570K	Sell	760 -45	-6%	-$31.7K	0.01%	461
2025 Q2	$579K	Buy	805 +78	+11%	+$55K	0.02%	390
2025 Q1	$489K	Buy	727 +302	+71%	+$187K	0.01%	423
2024 Q4	$242K	Buy	+425	New	+$238K	0.01%	520

Other funds holding MCK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

NorthCrest Asset Manangement's MCK Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its McKesson (MCK) stake by 12% in Q3 2026, buying an estimated $65.4K and bringing the position to 727 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #526.

NorthCrest Asset Manangement first reported a position in MCK in Q4 2024 and has held it in 8 quarters since. The position peaked at $777K in Q4 2025. 152 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

NorthCrest Asset Manangement held 727 shares of McKesson worth $676K as of Q3 2026.
NorthCrest Asset Manangement bought 76 McKesson shares in Q3 2026, an estimated $65.4K.
McKesson made up 0.02% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #526 holding.
NorthCrest Asset Manangement first reported a position in McKesson in Q4 2024 and has held it in 8 quarters since.
NorthCrest Asset Manangement's McKesson position peaked at $777K in Q4 2025.
152 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.