Sax Wealth Advisors
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Sax Wealth Advisors’s McKesson MCK Stock Holding History

Sax 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 		$590K Buy
+691
New +$594K 0.02% 402
2026
Q1 		– Sell
-398
Closed -$326K – 487
2025
Q4 		$326K Buy
+398
New +$325K 0.02% 375

Other funds holding MCK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Ninety One (UK)
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
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sax Wealth Advisors's MCK Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in McKesson (MCK) in Q3 2026: 691 shares worth $590K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in MCK as recently as Q4 2025.

Sax Wealth Advisors first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Sax Wealth Advisors held 691 shares of McKesson worth $590K as of Q3 2026.
  • McKesson was a new Sax Wealth Advisors position in Q3 2026.
  • McKesson made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #402 holding.
  • Sax Wealth Advisors first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

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