EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

MCK holding history

McKesson Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCK overview All 13F holders of MCK Full Q2 2026 holdings

Shares (Q2 2026): 18,168
Value: $13.7M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of MCK by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,168	$13.7M	0.1%	+538+3.1%	Added	Holders
Q1 2026	17,630	$15.3M	0.1%	−8,013−31.2%	Reduced	Holders
Q4 2025	25,643	$21.0M	0.1%	–	No prior filing	Holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	26,281	$19.3M	0.1%	−221−0.8%	Reduced	Holders
Q1 2025	26,502	$17.8M	0.1%	+377+1.4%	Added	Holders
Q4 2024	26,125	$14.9M	0.1%	+1,867+7.7%	Added	Holders
Q3 2024	24,258	$12.0M	0.1%	+4,804+24.7%	Added	Holders
Q2 2024	19,454	$11.4M	0.1%	−16−0.1%	Reduced	Holders
Q1 2024	19,470	$10.5M	0.1%	+204+1.1%	Added	Holders
Q4 2023	19,266	$8.92M	0.1%	−1,293−6.3%	Reduced	Holders
Q3 2023	20,559	$8.94M	0.1%	−11,525−35.9%	Reduced	Holders
Q2 2023	32,084	$8.82M	0.1%	+23,076+256.2%	Added	Holders
Q1 2023	9,008	$754.7K	<0.1%	−13,196−59.4%	Reduced	Holders
Q4 2022	22,204	$8.33M	0.2%	−146−0.7%	Reduced	Holders
Q3 2022	22,350	$7.60M	0.2%	+14,232+175.3%	Added	Holders
Q2 2022	8,118	$2.65M	0.1%	−26−0.3%	Reduced	Holders
Q1 2022	8,144	$2.49M	0.1%	−31−0.4%	Reduced	Holders
Q4 2021	8,175	$2.03M	<0.1%	+122+1.5%	Added	Holders
Q3 2021	8,053	$1.61M	<0.1%	−3,121−27.9%	Reduced	Holders
Q2 2021	11,174	$2.14M	0.1%	−1,194−9.7%	Reduced	Holders
Q1 2021	12,368	$2.41M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.