Valeo Financial Advisors
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Valeo Financial Advisors’s McKesson MCK Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-500
Closed -$285K – 735
2024
Q4 		$285K Buy
+500
New +$280K 0.01% 556

Other funds holding MCK

Assenagon Asset Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Valeo Financial Advisors's MCK Position: Q3 2026 in Review

Valeo Financial Advisors increased its McKesson (MCK) stake by 4.8% in Q3 2026, buying an estimated $48.2K and bringing the position to 1,216 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #297.

Valeo Financial Advisors first reported a position in MCK in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.25M in Q4 2025. 257 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Valeo Financial Advisors held 1,216 shares of McKesson worth $1.04M as of Q3 2026.
  • Valeo Financial Advisors bought 56 McKesson shares in Q3 2026, an estimated $48.2K.
  • McKesson made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #297 holding.
  • Valeo Financial Advisors first reported a position in McKesson in Q3 2017 and has held it in 33 quarters since.
  • Valeo Financial Advisors's McKesson position peaked at $1.25M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.