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 2019-Q1. 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
2024-Q2	Decreased	3,600	-21.3%	$2.1M	0.0%	$580.18	0
2024-Q1	Decreased	4,576	-11.5%	$2.5M	0.0%	$532.72	0
2023-Q4	Increased	5,171	+146.7%	$2.4M	0.0%	$458.88	42
2023-Q3	Decreased	2,096	-5.5%	$911,294	0.0%	$430.41	0
2023-Q2	Decreased	2,218	-21.2%	$947,575	0.0%	$415.97	0
2023-Q1	Decreased	2,816	-3.1%	$1M	0.0%	$353.11	0
2022-Q4	Decreased	2,905	-4.8%	$1.1M	0.0%	$369.66	0
2022-Q3	Decreased	3,052	-21.1%	$1M	0.0%	$336.55	0
2022-Q2	Increased	3,868	+3.9%	$1.3M	0.0%	$322.35	26
2022-Q1	Decreased	3,723	-12.0%	$1.1M	0.0%	$301.25	0
2021-Q4	Decreased	4,231	-11.3%	$1.1M	0.0%	$243.81	0
2021-Q3	Decreased	4,772	-1.3%	$951,000	0.0%	$200.82	0
2021-Q2	Decreased	4,837	-11.7%	$925,000	0.0%	$187.04	0
2021-Q1	Decreased	5,477	-17.9%	$1.1M	0.0%	$191.24	0
2020-Q4	Increased	6,673	+3.3%	$1.2M	0.0%	$168.33	26
2020-Q3	Decreased	6,459	-2.6%	$962,000	0.0%	$141.93	0
2020-Q2	Decreased	6,634	-12.2%	$1M	0.0%	$146.57	0
2020-Q1	Decreased	7,553	-17.2%	$1M	0.0%	$132.95	0
2019-Q4	Decreased	9,120	-24.9%	$1.3M	0.0%	$131.76	0
2019-Q3	Decreased	12,152	-28.9%	$1.7M	0.0%	$129.82	0
2019-Q2	Decreased	17,086	-19.5%	$2.3M	0.0%	$128.35	0
2019-Q1	New	21,234	-	$2.5M	0.0%	$111.44	36

MCK29 quarters

MCK
29 quarters