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James T. Borello RIA’s McKesson MCK Stock Holding History

James T. Borello RIA’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 		$30.7K Buy
36
+2
+6% +$1.72K 0.01% 323
2026
Q2 		$25.7K Sell
34
-5
-13% -$3.96K 0.01% 354
2026
Q1 		$33.7K Buy
39
+13
+50% +$11.6K 0.01% 267
2025
Q4 		$21.3K Buy
26
+13
+100% +$10.6K 0.01% 272
2025
Q3 		$10K Buy
+13
New +$9.15K ﹤0.01% 308

Other funds holding MCK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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

James T. Borello RIA's MCK Position: Q3 2026 in Review

James T. Borello RIA increased its McKesson (MCK) stake by 5.9% in Q3 2026, buying an estimated $1.72K and bringing the position to 36 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #323.

James T. Borello RIA first reported a position in MCK in Q3 2025 and has held it in 5 quarters since. The position peaked at $33.7K in Q1 2026. 312 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • James T. Borello RIA held 36 shares of McKesson worth $30.7K as of Q3 2026.
  • James T. Borello RIA bought 2 McKesson shares in Q3 2026, an estimated $1.72K.
  • McKesson made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #323 holding.
  • James T. Borello RIA first reported a position in McKesson in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's McKesson position peaked at $33.7K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.