Quadrant Private Wealth Management
MCK icon

Quadrant Private Wealth Management’s McKesson MCK Stock Holding History

Quadrant Private 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 		$420K Sell
491
-9
-2% -$7.74K 0.06% 196
2026
Q2 		$378K Sell
500
-58
-10% -$46K 0.08% 110
2026
Q1 		$484K Sell
558
-18
-3% -$16.1K 0.07% 182
2025
Q4 		$473K Sell
576
-8
-1% -$6.53K 0.08% 177
2025
Q3 		$452K Buy
584
+8
+1% +$5.63K 0.08% 167
2025
Q2 		$423K Buy
576
+2
+0.3% +$1.41K 0.09% 162
2025
Q1 		$387K Sell
574
-52
-8% -$32.1K 0.1% 161
2024
Q4 		$357K Sell
626
-5
-0.8% -$2.8K 0.09% 181
2024
Q3 		$313K Sell
631
-23
-4% -$12.8K 0.08% 185
2024
Q2 		$382K Buy
654
+23
+4% +$12.8K 0.09% 165
2024
Q1 		$339K Buy
631
+17
+3% +$8.63K 0.09% 171
2023
Q4 		$285K Sell
614
-14
-2% -$6.37K 0.08% 184
2023
Q3 		$273K Hold
628
– – 0.09% 174
2023
Q2 		$269K Hold
628
– – 0.08% 197
2023
Q1 		$224K Hold
628
– – 0.07% 218
2022
Q4 		$236K Buy
+628
New +$234K 0.08% 206

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

Quadrant Private Wealth Management's MCK Position: Q3 2026 in Review

Quadrant Private Wealth Management reduced its McKesson (MCK) stake by 1.8% in Q3 2026, selling an estimated $7.74K and leaving 491 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #196.

Quadrant Private Wealth Management first reported a position in MCK in Q4 2022 and has held it in 16 quarters since. The position peaked at $484K in Q1 2026. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Quadrant Private Wealth Management held 491 shares of McKesson worth $420K as of Q3 2026.
  • Quadrant Private Wealth Management sold 9 McKesson shares in Q3 2026, an estimated $7.74K.
  • McKesson made up 0.06% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Quadrant Private Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 16 quarters since.
  • Quadrant Private Wealth Management's McKesson position peaked at $484K in Q1 2026.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.