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Wedmont Private Capital’s McKesson MCK Stock Holding History

Wedmont Private Capital’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 		$3.25M Buy
3,494
+938
+37% +$807K 0.08% 142
2026
Q2 		$2.06M Buy
2,556
+176
+7% +$140K 0.06% 184
2026
Q1 		$2.07M Buy
2,380
+23
+1% +$20.5K 0.07% 163
2025
Q4 		$1.94M Buy
2,357
+5
+0.2% +$4.08K 0.07% 164
2025
Q3 		$1.76M Buy
2,352
+68
+3% +$47.9K 0.07% 181
2025
Q2 		$1.66M Buy
2,284
+121
+6% +$85.4K 0.07% 176
2025
Q1 		$1.49M Buy
2,163
+160
+8% +$98.9K 0.08% 159
2024
Q4 		$1.17M Buy
2,003
+179
+10% +$100K 0.06% 191
2024
Q3 		$882K Sell
1,824
-2
-0.1% -$1.11K 0.05% 227
2024
Q2 		$1.05M Buy
1,826
+107
+6% +$59.6K 0.07% 188
2024
Q1 		$906K Buy
1,719
+66
+4% +$33.5K 0.07% 195
2023
Q4 		$788K Buy
1,653
+171
+12% +$77.8K 0.06% 203
2023
Q3 		$670K Buy
1,482
+188
+15% +$79.2K 0.07% 200
2023
Q2 		$530K Buy
1,294
+267
+26% +$103K 0.06% 229
2023
Q1 		$381K Sell
1,027
-10
-1% -$3.61K 0.05% 273
2022
Q4 		$400K Buy
1,037
+233
+29% +$86.9K 0.06% 260
2022
Q3 		$273K Buy
804
+187
+30% +$64.9K 0.05% 275
2022
Q2 		$201K Buy
+617
New +$197K 0.04% 325

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

Wedmont Private Capital's MCK Position: Q3 2026 in Review

Wedmont Private Capital increased its McKesson (MCK) stake by 37% in Q3 2026, buying an estimated $807K and bringing the position to 3,494 shares worth $3.25M. The position accounts for 0.08% of the portfolio, ranked #142.

Wedmont Private Capital first reported a position in MCK in Q2 2022 and has held it in 18 quarters since. 161 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Wedmont Private Capital held 3,494 shares of McKesson worth $3.25M as of Q3 2026.
  • Wedmont Private Capital bought 938 McKesson shares in Q3 2026, an estimated $807K.
  • McKesson made up 0.08% of Wedmont Private Capital's portfolio in Q3 2026, its #142 holding.
  • Wedmont Private Capital first reported a position in McKesson in Q2 2022 and has held it in 18 quarters since.
  • 161 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.