PCS
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Private Client Services’s McKesson MCK Stock Holding History

Private Client Services’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 		$370K Hold
433
– – 0.1% 154
2026
Q2 		$327K Sell
433
-53
-11% -$42K 0.09% 162
2026
Q1 		$421K Buy
486
+20
+4% +$17.9K 0.13% 131
2025
Q4 		$382K Buy
466
+16
+4% +$13.1K 0.12% 124
2025
Q3 		$347K Sell
450
-33
-7% -$23.2K 0.12% 130
2025
Q2 		$354K Buy
483
+149
+45% +$105K 0.14% 132
2025
Q1 		$225K Buy
+334
New +$206K 0.11% 171

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Client Services's MCK Position: Q3 2026 in Review

Private Client Services held its McKesson (MCK) position steady in Q3 2026 at 433 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #154.

Private Client Services first reported a position in MCK in Q1 2025 and has held it in 7 quarters since. The position peaked at $421K in Q1 2026. 106 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Private Client Services held 433 shares of McKesson worth $370K as of Q3 2026.
  • Private Client Services left its McKesson share count unchanged in Q3 2026.
  • McKesson made up 0.1% of Private Client Services's portfolio in Q3 2026, its #154 holding.
  • Private Client Services first reported a position in McKesson in Q1 2025 and has held it in 7 quarters since.
  • Private Client Services's McKesson position peaked at $421K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.