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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Thrive Wealth Management's MCK Position: Q2 2026 in Review

Thrive Wealth Management reduced its McKesson (MCK) stake by 0.34% in Q2 2026, selling an estimated $3.96K and leaving 1,474 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #77.

Thrive Wealth Management first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Thrive Wealth Management held 1,474 shares of McKesson worth $1.11M as of Q2 2026.
  • Thrive Wealth Management sold 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up 0.14% of Thrive Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Thrive Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
  • Thrive Wealth Management's McKesson position peaked at $1.28M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.