Accurate Wealth Management’s McKesson MCK Stock Holding History

Accurate 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	$1.52M	Sell	1,886 -400	-17%	-$317K	0.14%	162
2026 Q1	$1.98M	Sell	2,286 -758	-25%	-$677K	0.24%	96
2025 Q4	$2.48M	Sell	3,044 -884	-23%	-$721K	0.32%	65
2025 Q3	$3.07M	Buy	3,928 +3,231	+464%	+$2.28M	0.41%	53
2025 Q2	$499K	Buy	697 +7	+1%	+$4.94K	0.08%	267
2025 Q1	$475K	Sell	690 -29	-4%	-$17.9K	0.09%	216
2024 Q4	$419K	Buy	719 +232	+48%	+$130K	0.08%	226
2024 Q3	$250K	Sell	487 -277	-36%	-$154K	0.05%	316
2024 Q2	$442K	Buy	764 +94	+14%	+$52.3K	0.11%	179
2024 Q1	$352K	Buy	+670	New	+$340K	0.1%	190
2023 Q4	–	Sell	-708	Closed	-$322K	–	285
2023 Q3	$322K	Buy	+708	New	+$298K	0.1%	186
2023 Q1	–	Sell	-160	Closed	-$61.2K	–	931
2022 Q4	$61.2K	Buy	+160	New	+$59.7K	0.02%	412

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Accurate Wealth Management reduced its McKesson (MCK) stake by 17% in Q2 2026, selling an estimated $317K and leaving 1,886 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #162.

Accurate Wealth Management first reported a position in MCK in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.07M in Q3 2025. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Accurate Wealth Management held 1,886 shares of McKesson worth $1.52M as of Q2 2026.
Accurate Wealth Management sold 400 McKesson shares in Q2 2026, an estimated $317K.
McKesson made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #162 holding.
Accurate Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 12 quarters since.
Accurate Wealth Management's McKesson position peaked at $3.07M in Q3 2025.
691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.