Union Savings Bank’s McKesson MCK Stock Holding History

Union Savings Bank’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	$320K	Hold	375	–	–	0.13%	102
2026 Q2	$283K	Sell	375 -8	-2%	-$6.34K	0.11%	103
2026 Q1	$331K	Hold	383	–	–	0.15%	96
2025 Q4	$314K	Buy	+383	New	+$313K	0.14%	101
2025 Q2	$266K	Hold	383	–	–	0.12%	113
2025 Q1	$258K	Hold	383	–	–	0.13%	113
2024 Q4	$218K	Hold	383	–	–	0.11%	120
2024 Q3	$189K	Buy	383 +8	+2%	+$4.46K	0.09%	130
2024 Q2	$219K	Hold	375	–	–	0.12%	119
2024 Q1	$201K	Hold	375	–	–	0.11%	122
2023 Q4	$174K	Buy	375 +275	+275%	+$125K	0.1%	131
2023 Q3	$43.5K	Hold	100	–	–	0.03%	213
2023 Q2	$40.2K	Buy	+100	New	+$38.4K	0.02%	217

Other funds holding MCK

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 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

Union Savings Bank's MCK Position: Q3 2026 in Review

Union Savings Bank held its McKesson (MCK) position steady in Q3 2026 at 375 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #102.

Union Savings Bank first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $331K in Q1 2026. 205 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Union Savings Bank held 375 shares of McKesson worth $320K as of Q3 2026.
Union Savings Bank left its McKesson share count unchanged in Q3 2026.
McKesson made up 0.13% of Union Savings Bank's portfolio in Q3 2026, its #102 holding.
Union Savings Bank first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
Union Savings Bank's McKesson position peaked at $331K in Q1 2026.
205 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Union Savings Bank's 13F filing for Q3 2026, filed 14 Oct 2026.