SEC 13F Intelligence

Kellett Wealth Advisors, LLC / MCK

Kellett Wealth Advisors, LLC’s Mckesson Corp Position

Does Kellett Wealth Advisors, LLC own Mckesson Corp (MCK)? Yes2.3K shares worth $2M (+1.09% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
2.3K
% of Portfolio
+1.09%
Quarters Held
5
currently held

Position History MCK

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.3K$2M+1.09%
Q4 20252.3K$2M+1.08%
Q3 20252.3K$2M+1.06%
Q2 20252.3K$2M+1.08%
Q1 20252.3K$2M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kellett Wealth Advisors, LLC’s full portfolio or all institutional holders of MCK.