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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

MCK holding history

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

MCK overviewAll 13F holders of MCKFull Q2 2026 holdings

Shares (Q2 2026)
30,383
Value
$23.0M
% of portfolio
1.2%
Quarters held
17
Since Q2 2022
Holdings of MCK by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,383$23.0M1.2%+110+0.4%AddedHolders
Q1 202630,273$26.2M1.5%−57−0.2%ReducedHolders
Q4 202530,330$24.9M1.4%−303−1.0%ReducedHolders
Q3 202530,633$23.7M1.4%+130.0%AddedHolders
Q2 202530,620$22.4M1.4%−729−2.3%ReducedHolders
Q1 202531,349$21.1M1.4%−279−0.9%ReducedHolders
Q4 202431,628$18.0M1.2%+366+1.2%AddedHolders
Q3 202431,262$15.5M1.1%+67+0.2%AddedHolders
Q2 202431,195$18.2M1.3%+262+0.8%AddedHolders
Q1 202430,933$16.6M1.3%+1,020+3.4%AddedHolders
Q4 202329,913$13.8M1.2%+922+3.2%AddedHolders
Q3 202328,991$12.6M1.3%+322+1.1%AddedHolders
Q2 202328,669$12.3M1.3%−638−2.2%ReducedHolders
Q1 202329,307$10.4M1.2%+299+1.0%AddedHolders
Q4 202229,008$10.9M1.3%+749+2.7%AddedHolders
Q3 202228,259$9.60M1.2%+1,333+5.0%AddedHolders
Q2 202226,926$8.78M1.1%+26,926NewHolders