Thrive Wealth Management
MCK icon

Thrive Wealth Management’s McKesson MCK Stock Holding History

Thrive 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 		$1.26M Buy
1,479
+5
+0.3% +$4.3K 0.16% 71
2026
Q2 		$1.11M Sell
1,474
-5
-0.3% -$3.96K 0.14% 77
2026
Q1 		$1.28M Hold
1,479
– – 0.19% 59
2025
Q4 		$1.21M Buy
1,479
+4
+0.3% +$3.26K 0.18% 62
2025
Q3 		$1.14M Sell
1,475
-9
-0.6% -$6.34K 0.17% 62
2025
Q2 		$1.09M Buy
1,484
+2
+0.1% +$1.41K 0.18% 65
2025
Q1 		$997K Buy
1,482
+22
+2% +$13.6K 0.19% 68
2024
Q4 		$832K Sell
1,460
-37
-2% -$20.7K 0.15% 83
2024
Q3 		$740K Hold
1,497
– – 0.14% 87
2024
Q2 		$874K Buy
1,497
+546
+57% +$304K 0.17% 73
2024
Q1 		$511K Buy
951
+51
+6% +$25.9K 0.11% 104
2023
Q4 		$417K Buy
900
+42
+5% +$19.1K 0.09% 119
2023
Q3 		$373K Sell
858
-5
-0.6% -$2.11K 0.1% 110
2023
Q2 		$369K Buy
+863
New +$332K 0.1% 116

Other funds holding MCK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Thrive Wealth Management's MCK Position: Q3 2026 in Review

Thrive Wealth Management increased its McKesson (MCK) stake by 0.34% in Q3 2026, buying an estimated $4.3K and bringing the position to 1,479 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #71.

Thrive Wealth Management first reported a position in MCK in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q1 2026. 557 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Thrive Wealth Management held 1,479 shares of McKesson worth $1.26M as of Q3 2026.
  • Thrive Wealth Management bought 5 McKesson shares in Q3 2026, an estimated $4.3K.
  • McKesson made up 0.16% of Thrive Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Thrive Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 14 quarters since.
  • Thrive Wealth Management's McKesson position peaked at $1.28M in Q1 2026.
  • 557 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.