Spectrum Wealth Counsel, LLC MCK MCKESSON CORP

Ownership history in Spectrum Wealth Counsel, LLC  ·  4 quarters on record

AI Ownership Summary

Spectrum Wealth Counsel, LLC reported MCKESSON CORP (MCK) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. The latest visible filing shows MCK at 0.00% 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.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Wealth Counsel, 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 Q4

MCK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2024 Q4

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 Spectrum Wealth Counsel, 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 50.0% +18.2% 30 -30 -50.0% 0.00% $17K 2025-02-05 $603.17
2024 Q3 UNCHANGED 60 0% 0.00% $30K 2024-11-08 $608.55
2024 Q2 REDUCED 20.0% -15.2% 60 -15 -20.0% 0.00% $35K 2024-08-08 $542.84
2024 Q1 INITIATED 75 0.00% $40K 2024-05-06 $528.28

FAQ About Spectrum Wealth Counsel, 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 Spectrum Wealth Counsel, LLC reported owning MCK?

Spectrum Wealth Counsel, LLC reported MCK across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported MCK position in Spectrum Wealth Counsel, LLC's portfolio?

The largest reported portfolio weight for MCK was 0.00% in 2024 Q1.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2024 Q4, when Spectrum Wealth Counsel, LLC reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this MCK ownership page compare?

The chart compares Spectrum Wealth Counsel, 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.

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