AWM
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Abound Wealth Management’s McKesson MCK Stock Holding History

Abound Wealth Management’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Sell
15
-26
-63% -$20.6K ﹤0.01% 454
2026
Q1 		$35.5K Buy
41
+2
+5% +$1.78K 0.01% 297
2025
Q4 		$32K Sell
39
-8
-17% -$6.53K 0.01% 289
2025
Q3 		$36.6K Buy
47
+24
+104% +$16.9K 0.01% 255
2025
Q2 		$17.1K Sell
23
-1
-4% -$706 ﹤0.01% 355
2025
Q1 		$16.4K Sell
24
-6
-20% -$3.71K 0.01% 329
2024
Q4 		$17.3K Sell
30
-1
-3% -$560 0.01% 302
2024
Q3 		$15.5K Buy
31
+1
+3% +$557 0.01% 340
2024
Q2 		$17.7K Sell
30
-1
-3% -$557 0.01% 276
2024
Q1 		$16.8K Sell
31
-2
-6% -$1.01K 0.01% 285
2023
Q4 		$15.3K Buy
33
+1
+3% +$455 0.01% 313
2023
Q3 		$13.9K Buy
32
+2
+7% +$843 0.01% 280
2023
Q2 		$12.8K Buy
30
+9
+43% +$3.46K 0.01% 297
2023
Q1 		$7.48K Buy
21
+7
+50% +$2.53K ﹤0.01% 326
2022
Q4 		$5.25K Buy
14
+4
+40% +$1.49K ﹤0.01% 342
2022
Q3 		$3.4K Buy
+10
New +$3.47K ﹤0.01% 416

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Abound Wealth Management's MCK Position: Q2 2026 in Review

Abound Wealth Management reduced its McKesson (MCK) stake by 63% in Q2 2026, selling an estimated $20.6K and leaving 15 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Abound Wealth Management first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $36.6K in Q3 2025. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Abound Wealth Management held 15 shares of McKesson worth $11.3K as of Q2 2026.
  • Abound Wealth Management sold 26 McKesson shares in Q2 2026, an estimated $20.6K.
  • McKesson made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Abound Wealth Management first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's McKesson position peaked at $36.6K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.