Question 1

How many shares of MCK does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3,840 shares of MCK (MCKESSON CORP).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's MCK position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's MCK position is worth $3.3M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling MCK?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their MCK position (-2.2% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy MCK?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in MCK in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	3,840	-2.2%	$3.3M	0.0%	$995.69	0
2025-Q4	Increased	3,927	+2.8%	$3.2M	0.0%	$827.33	27
2025-Q3	Increased	3,820	+5.5%	$3M	0.0%	$761.11	28
2025-Q2	Increased	3,620	+2.9%	$2.7M	0.0%	$724.24	27
2025-Q1	Decreased	3,519	-0.7%	$2.4M	0.0%	$665.98	0
2024-Q4	Increased	3,542	+4.4%	$2M	0.0%	$568.34	27
2024-Q3	Decreased	3,393	-5.8%	$1.7M	0.0%	$485.64	0