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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

MCK holding history

McKesson Corp in every 13F filed by Bartlett & Co. 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)
9,919
Value
$7.50M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCK by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,919$7.50M0.1%+250+2.6%AddedHolders
Q1 20269,669$7.81M0.1%−92−0.9%ReducedHolders
Q4 20259,761$8.02M0.1%−250−2.5%ReducedHolders
Q3 202510,011$7.74M0.1%−19−0.2%ReducedHolders
Q2 202510,030$7.36M0.1%−35−0.3%ReducedHolders
Q1 202510,065$6.78M0.1%−1,450−12.6%ReducedHolders
Q4 202411,515$6.57M0.1%−274−2.3%ReducedHolders
Q3 202411,789$5.84M0.1%−296−2.4%ReducedHolders
Q2 202412,085$7.07M0.1%−124−1.0%ReducedHolders
Q1 202412,209$6.56M0.1%−2,065−14.5%ReducedHolders
Q4 202314,274$6.54M0.1%−139−1.0%ReducedHolders
Q3 202314,413$6.28M0.1%−333−2.3%ReducedHolders
Q2 202314,746$6.31M0.1%+13,215+863.2%AddedHolders
Q1 20231,531$545.9K<0.1%00.0%UnchangedHolders
Q4 20221,531$575.1K<0.1%−5−0.3%ReducedHolders
Q3 20221,536$522.9K<0.1%−13−0.8%ReducedHolders
Q2 20221,549$506.0K<0.1%+18+1.2%AddedHolders
Q1 20221,531$469.4K<0.1%00.0%UnchangedHolders
Q4 20211,531$381.3K<0.1%+117+8.3%AddedHolders
Q3 20211,414$282.6K<0.1%−10−0.7%ReducedHolders
Q2 20211,424$272.9K<0.1%00.0%UnchangedHolders
Q1 20211,424$278.3K<0.1%––Holders

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