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Successful Portfolios’s McKesson MCK Stock Holding History

Successful Portfolios’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 		$337K Sell
368
-7
-2% -$6.02K 0.16% 125
2026
Q2 		$301K Hold
375
– – 0.14% 141
2026
Q1 		$324K Sell
375
-2
-0.5% -$1.78K 0.18% 117
2025
Q4 		$308K Sell
377
-7
-2% -$5.71K 0.16% 133
2025
Q3 		$297K Hold
384
– – 0.17% 118
2025
Q2 		$281K Hold
384
– – 0.17% 118
2025
Q1 		$258K Hold
384
– – 0.18% 125
2024
Q4 		$219K Buy
+384
New +$215K 0.15% 141
2024
Q3 		– Sell
-384
Closed -$224K – 168
2024
Q2 		$224K Hold
384
– – 0.16% 134
2024
Q1 		$206K Buy
+384
New +$195K 0.14% 157

Other funds holding MCK

Wealth Enhancement Advisory Services
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
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Successful Portfolios's MCK Position: Q3 2026 in Review

Successful Portfolios reduced its McKesson (MCK) stake by 1.9% in Q3 2026, selling an estimated $6.02K and leaving 368 shares worth $337K. The position accounts for 0.16% of the portfolio, ranked #125.

Successful Portfolios first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Successful Portfolios held 368 shares of McKesson worth $337K as of Q3 2026.
  • Successful Portfolios sold 7 McKesson shares in Q3 2026, an estimated $6.02K.
  • McKesson made up 0.16% of Successful Portfolios's portfolio in Q3 2026, its #125 holding.
  • Successful Portfolios first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.