Sarver Vrooman Wealth Advisors’s McKesson MCK Stock Holding History

Sarver Vrooman 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	$39.3K	Hold	46	–	–	0.02%	83
2026 Q2	$35.8K	Sell	46 -1	-2%	-$793	0.02%	93
2026 Q1	$40.7K	Sell	47 -1	-2%	-$893	0.03%	85
2025 Q4	$39.4K	Sell	48 -32	-40%	-$26.1K	0.03%	84
2025 Q3	$61.8K	Hold	80	–	–	0.04%	66
2025 Q2	$58.6K	Sell	80 -38	-32%	-$26.8K	0.04%	73
2025 Q1	$79.4K	Buy	+118	New	+$73K	0.05%	49

Other funds holding MCK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MCK Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its McKesson (MCK) position steady in Q3 2026 at 46 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #83.

Sarver Vrooman Wealth Advisors first reported a position in MCK in Q1 2025 and has held it in 7 quarters since. The position peaked at $79.4K in Q1 2025. 257 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Sarver Vrooman Wealth Advisors held 46 shares of McKesson worth $39.3K as of Q3 2026.
Sarver Vrooman Wealth Advisors left its McKesson share count unchanged in Q3 2026.
McKesson made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #83 holding.
Sarver Vrooman Wealth Advisors first reported a position in McKesson in Q1 2025 and has held it in 7 quarters since.
Sarver Vrooman Wealth Advisors's McKesson position peaked at $79.4K in Q1 2025.
257 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.