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Aegis Wealth Management, Inc. → MCK

Aegis Wealth Management, Inc. MCK Position History

McKesson Corporation • Healthcare

Quarters held
4
Latest value
$20.1M
Q3 2026
Peak value
$20.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.4M
Q1 2026$15.7M
Q2 2026$20M
Q3 2026$20.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.1M229.1K——
Q2 2026$20M233.9K——
Q1 2026$15.7M224.5K——
Q4 2025$16.4M211.8K——

Other funds holding MCK

Other Aegis Wealth Management, Inc. positions

CW

SPDR SERIES TRUST

$13.4M
CW

SPDR SERIES TRUST

$13.1M
CW

SPDR SERIES TRUST

$12.3M
STT-PG

SPDR SERIES TRUST

$11.7M
PDI

PIMCO ETF TR

$5.8M
PDI

PIMCO ETF TR

$5.2M
PDI

PIMCO ETF TR

$5.1M
PDI

PIMCO ETF TR

$4.8M