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Abundance Wealth Counselors’s McKesson MCK Stock Holding History

Abundance Wealth Counselors’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 		$5.5M Buy
7,282
+3,283
+82% +$2.6M 0.36% 37
2026
Q1 		$3.46M Buy
3,999
+275
+7% +$245K 0.5% 25
2025
Q4 		$3.05M Sell
3,724
-254
-6% -$207K 0.52% 30
2025
Q3 		$3.07M Sell
3,978
-68
-2% -$47.9K 0.53% 31
2025
Q2 		$2.9M Sell
4,046
-23
-0.6% -$16.2K 0.54% 32
2025
Q1 		$2.69M Sell
4,069
-5
-0.1% -$3.09K 0.56% 32
2024
Q4 		$2.32M Buy
4,074
+6
+0.1% +$3.36K 0.51% 29
2024
Q3 		$2.01M Sell
4,068
-52
-1% -$29K 0.42% 35
2024
Q2 		$2.41M Sell
4,120
-308
-7% -$171K 1.11% 17
2024
Q1 		$2.38M Sell
4,428
-54
-1% -$27.4K 0.55% 27
2023
Q4 		$2.08M Sell
4,482
-63
-1% -$28.6K 0.54% 31
2023
Q3 		$1.98M Sell
4,545
-131
-3% -$55.2K 0.56% 28
2023
Q2 		$2M Sell
4,676
-99
-2% -$38.1K 1.03% 16
2023
Q1 		$1.7M Buy
4,775
+20
+0.4% +$7.22K 0.43% 35
2022
Q4 		$1.78M Sell
4,755
-75
-2% -$28K 0.49% 35
2022
Q3 		$1.64M Sell
4,830
-43
-0.9% -$14.9K 0.47% 30
2022
Q2 		$1.59M Sell
4,873
-672
-12% -$215K 0.43% 34
2022
Q1 		$1.7M Sell
5,545
-21
-0.4% -$5.71K 0.46% 33
2021
Q4 		$1.38M Buy
5,566
+76
+1% +$16.7K 0.35% 49
2021
Q3 		$1.09M Buy
5,490
+61
+1% +$12.2K 0.64% 20
2021
Q2 		$1.04M Buy
5,429
+320
+6% +$61.8K 0.27% 50
2021
Q1 		$996K Buy
5,109
+256
+5% +$46.7K 0.25% 42
2020
Q4 		$844K Buy
4,853
+650
+15% +$108K 0.21% 46
2020
Q3 		$626K Buy
4,203
+347
+9% +$52.7K 0.18% 56
2020
Q2 		$592K Buy
+3,856
New +$557K 0.18% 51

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

Abundance Wealth Counselors's MCK Position: Q2 2026 in Review

Abundance Wealth Counselors increased its McKesson (MCK) stake by 82% in Q2 2026, buying an estimated $2.6M and bringing the position to 7,282 shares worth $5.5M. The position accounts for 0.36% of the portfolio, ranked #37.

Abundance Wealth Counselors first reported a position in MCK in Q2 2020 and has held it in 25 quarters since. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Abundance Wealth Counselors held 7,282 shares of McKesson worth $5.5M as of Q2 2026.
  • Abundance Wealth Counselors bought 3,283 McKesson shares in Q2 2026, an estimated $2.6M.
  • McKesson made up 0.36% of Abundance Wealth Counselors's portfolio in Q2 2026, its #37 holding.
  • Abundance Wealth Counselors first reported a position in McKesson in Q2 2020 and has held it in 25 quarters since.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.