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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

MCK holding history

McKesson Corp in every 13F filed by Centric Wealth Management, 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)
393
Value
$317.5K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2021
Holdings of MCK by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026393$317.5K<0.1%00.0%UnchangedHolders
Q1 2026393$317.5K0.1%+15+4.0%AddedHolders
Q4 2025378$320.0K0.1%+16+4.4%AddedHolders
Q3 2025362$293.7K0.1%00.0%UnchangedHolders
Q2 2025362$242.0K0.1%+362NewHolders
Q2 20210$00.0%−7,006−100.0%Sold outHolders
Q1 20217,006$1.37M0.4%––Holders

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