NORTHWEST INVESTMENT COUNSELORS, LLC MCK — MCKESSON CORP

Ownership history in NORTHWEST INVESTMENT COUNSELORS, LLC  ·  32 quarters on record

AI Ownership Summary

NORTHWEST INVESTMENT COUNSELORS, LLC reported MCKESSON CORP (MCK) in 32 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.86% in 2024 Q2. The latest visible filing shows MCK at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTHWEST INVESTMENT COUNSELORS, LLC's position in MCKESSON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

MCK was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NORTHWEST INVESTMENT COUNSELORS, LLC held MCK — position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 5,804 -65 -1.1% 0.65% $2.9M 2024-11-14 (Est.) $605.09
2024 Q2 REDUCED 5.7% -15.2% ✅ 5,869 -352 -5.7% 0.86% $3.4M 2024-07-15 $572.72
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NORTHWEST INVESTMENT COUNSELORS, LLC and MCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has NORTHWEST INVESTMENT COUNSELORS, LLC reported owning MCK?

NORTHWEST INVESTMENT COUNSELORS, LLC reported MCK across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported MCK position in NORTHWEST INVESTMENT COUNSELORS, LLC's portfolio?

The largest reported portfolio weight for MCK was 0.86% in 2024 Q2.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2024 Q3, when NORTHWEST INVESTMENT COUNSELORS, LLC reported 5,804 shares, equal to 0.65% of portfolio, with an estimated market value of $2.9M.

What does the chart on this MCK ownership page compare?

The chart compares NORTHWEST INVESTMENT COUNSELORS, LLC's quarterly MCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NORTHWEST INVESTMENT COUNSELORS, LLC time their MCK position?

Based on 13F filing dates vs. subsequent MCK price moves, NORTHWEST INVESTMENT COUNSELORS, LLC correctly timed 11 out of 31 reported position changes (35%). The annualised alpha on MCK relative to SPY over the holding period was +6.1%.

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