Segment Wealth Management, LLC

Position in MCK — Mckesson Corp

CIK 1575581 HOUSTON, TX

Position in MCK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$22,957,394

-$3,239,649 QoQ

Shares Held

30,383

+0.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#259

of 1,991 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Segment Wealth Management, LLC holds $30,616,247 across 2 Medical Distribution names. MCK ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCK	Mckesson Corp This page	30,383	$22,957,394
2	COR	Cencora, Inc.	27,065	$7,658,853

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,957,394	30,383	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$26,197,043	30,273	-0.2%	Shares	Sole	2026-04-20
2025-12-31	$24,879,395	30,330	-1.0%	Shares	Sole	2026-01-29
2025-09-30	$23,665,217	30,633	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$22,437,723	30,620	-2.3%	Shares	Sole	2025-07-21
2025-03-31	$21,097,563	31,349	-0.9%	Shares	Sole	2025-04-22
2024-12-31	$18,025,113	31,628	+1.2%	Shares	Sole	2025-01-17
2024-09-30	$15,456,558	31,262	+0.2%	Shares	Sole	2024-10-22
2024-06-30	$18,219,127	31,195	+0.8%	Shares	Sole	2024-07-23
2024-03-31	$16,606,381	30,933	+3.4%	Shares	Sole	2024-04-24
2023-12-31	$13,849,120	29,913	+3.2%	Shares	Sole	2024-01-26
2023-09-30	$12,606,736	28,991	+1.1%	Shares	Sole	2023-10-25
2023-06-30	$12,250,550	28,669	-2.2%	Shares	Sole	2023-08-22
2023-03-31	$10,434,757	29,307	+1.0%	Shares	Sole	2023-04-20
2022-12-31	$10,881,480	29,008	+2.7%	Shares	Sole	2023-01-13
2022-09-30	$9,604,386	28,259	+5.0%	Shares	Sole	2022-10-24
2022-06-30	$8,783,530	26,926	—	Shares	Sole	2022-07-20
No filing history on record for this holder in this stock.