Welch Group’s McKesson MCK Stock Holding History

Welch Group’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	$230K	Hold	269	–	–	0.01%	293
2026 Q2	$203K	Hold	269	–	–	0.01%	305
2026 Q1	$233K	Sell	269 -18	-6%	-$16.1K	0.01%	271
2025 Q4	$235K	Buy	+287	New	+$234K	0.01%	275
2018 Q1	–	Sell	-1,065	Closed	-$166K	–	145
2017 Q4	$166K	Buy	1,065 +114	+12%	+$16.9K	0.03%	109
2017 Q3	$146K	Sell	951 -75	-7%	-$11.7K	0.02%	110
2017 Q2	$169K	Buy	1,026 +78	+8%	+$11.8K	0.03%	125
2017 Q1	$141K	Buy	948 +175	+23%	+$25.6K	0.03%	105
2016 Q4	$109K	Buy	773 +142	+23%	+$20.9K	0.02%	132
2016 Q3	$105K	Sell	631 -44	-7%	-$8.2K	0.02%	138
2016 Q2	$126K	Buy	+675	New	+$118K	0.03%	107

Other funds holding MCK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Welch Group's MCK Position: Q3 2026 in Review

Welch Group held its McKesson (MCK) position steady in Q3 2026 at 269 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #293.

Welch Group first reported a position in MCK in Q2 2016 and has held it in 11 quarters since. The position peaked at $235K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Welch Group held 269 shares of McKesson worth $230K as of Q3 2026.
Welch Group left its McKesson share count unchanged in Q3 2026.
McKesson made up 0.01% of Welch Group's portfolio in Q3 2026, its #293 holding.
Welch Group first reported a position in McKesson in Q2 2016 and has held it in 11 quarters since.
Welch Group's McKesson position peaked at $235K in Q4 2025.
1,217 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.