Regent Peak Wealth Advisors’s McKesson MCK Stock Holding History

Regent Peak Wealth Advisors’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	$377K	Buy	441 +3	+0.7%	+$2.58K	0.07%	135
2026 Q2	$331K	Buy	438 +6	+1%	+$4.76K	0.06%	139
2026 Q1	$374K	Buy	432 +5	+1%	+$4.46K	0.08%	116
2025 Q4	$350K	Hold	427	–	–	0.07%	125
2025 Q3	$330K	Buy	+427	New	+$301K	0.07%	125
2025 Q1	$287K	Sell	427 -1	-0.2%	-$618	0.07%	123
2024 Q4	$244K	Buy	428 +7	+2%	+$3.92K	0.05%	141
2024 Q3	$208K	Sell	421 -5	-1%	-$2.78K	0.05%	166
2024 Q2	$249K	Buy	426 +9	+2%	+$5.01K	0.06%	138
2024 Q1	$224K	Buy	+417	New	+$212K	0.06%	149
2023 Q1	–	Sell	-582	Closed	-$219K	–	169
2022 Q4	$219K	Buy	+582	New	+$217K	0.07%	146
2021 Q1	–	Sell	-357	Closed	-$62K	–	632
2020 Q4	$62K	Buy	+357	New	+$59.5K	0.02%	279

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Regent Peak Wealth Advisors's MCK Position: Q3 2026 in Review

Regent Peak Wealth Advisors increased its McKesson (MCK) stake by 0.68% in Q3 2026, buying an estimated $2.58K and bringing the position to 441 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #135.

Regent Peak Wealth Advisors first reported a position in MCK in Q4 2020 and has held it in 12 quarters since. 141 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Regent Peak Wealth Advisors held 441 shares of McKesson worth $377K as of Q3 2026.
Regent Peak Wealth Advisors bought 3 McKesson shares in Q3 2026, an estimated $2.58K.
McKesson made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q3 2026, its #135 holding.
Regent Peak Wealth Advisors first reported a position in McKesson in Q4 2020 and has held it in 12 quarters since.
141 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.