WT Wealth Management’s McKesson MCK Stock Holding History

WT 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 Q3	$696K	Hold	815	–	–	0.19%	83
2026 Q2	$616K	Hold	815	–	–	0.17%	91
2026 Q1	$705K	Sell	815 -18	-2%	-$16.1K	0.21%	86
2025 Q4	$683K	Sell	833 -1	-0.1%	-$816	0.2%	84
2025 Q3	$644K	Buy	834 +1	+0.1%	+$704	0.19%	82
2025 Q2	$610K	Buy	833 +18	+2%	+$12.7K	0.18%	86
2025 Q1	$548K	Hold	815	–	–	0.18%	81
2024 Q4	$464K	Hold	815	–	–	0.15%	88
2024 Q3	$415K	Sell	815 -95	-10%	-$52.9K	0.13%	88
2024 Q2	$531K	Buy	910 +5	+0.6%	+$2.78K	0.18%	84
2024 Q1	$486K	Buy	905 +74	+9%	+$37.6K	0.17%	84
2023 Q4	$385K	Sell	831 -5	-0.6%	-$2.27K	0.15%	86
2023 Q3	$364K	Sell	836 -2,923	-78%	-$1.23M	0.16%	86
2023 Q2	$1.61M	Sell	3,759 -209	-5%	-$80.3K	0.67%	39
2023 Q1	$1.41M	Sell	3,968 -202	-5%	-$73K	0.61%	42
2022 Q4	$1.57M	Sell	4,170 -488	-10%	-$182K	0.76%	39
2022 Q3	$1.58M	Sell	4,658 -96	-2%	-$33.3K	0.8%	34
2022 Q2	$1.55M	Buy	4,754 +3,932	+478%	+$1.26M	0.77%	35
2022 Q1	$252K	Buy	+822	New	+$224K	0.1%	108

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

WT Wealth Management's MCK Position: Q3 2026 in Review

WT Wealth Management held its McKesson (MCK) position steady in Q3 2026 at 815 shares worth $696K. The position accounts for 0.19% of the portfolio, ranked #83.

WT Wealth Management first reported a position in MCK in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.61M in Q2 2023. 1,274 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

WT Wealth Management held 815 shares of McKesson worth $696K as of Q3 2026.
WT Wealth Management left its McKesson share count unchanged in Q3 2026.
McKesson made up 0.19% of WT Wealth Management's portfolio in Q3 2026, its #83 holding.
WT Wealth Management first reported a position in McKesson in Q1 2022 and has held it in 19 quarters since.
WT Wealth Management's McKesson position peaked at $1.61M in Q2 2023.
1,274 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.