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Activest Wealth Management’s McKesson MCK Stock Holding History

Activest 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 		$5.29K Sell
7
-46
-87% -$36.5K ﹤0.01% 697
2026
Q1 		$45.9K Buy
53
+2
+4% +$1.78K 0.01% 350
2025
Q4 		$41.8K Buy
51
+18
+55% +$14.7K 0.01% 353
2025
Q3 		$25.5K Buy
33
+1
+3% +$704 0.01% 347
2025
Q2 		$23.4K Sell
32
-1
-3% -$706 0.01% 301
2025
Q1 		$22.2K Buy
33
+32
+3,200% +$19.8K 0.01% 279
2024
Q4 		$570 Sell
1
-5
-83% -$2.8K ﹤0.01% 518
2024
Q3 		$3.08K Buy
+6
New +$3.34K ﹤0.01% 399
2023
Q1 		– Sell
-2,185
Closed -$683K – 443
2022
Q4 		$683K Hold
2,185
– – 0.2% 42
2022
Q3 		$632K Buy
+2,185
New +$759K 0.2% 36

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Activest Wealth Management reduced its McKesson (MCK) stake by 87% in Q2 2026, selling an estimated $36.5K and leaving 7 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Activest Wealth Management first reported a position in MCK in Q3 2022 and has held it in 10 quarters since. The position peaked at $683K in Q4 2022. 760 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Activest Wealth Management held 7 shares of McKesson worth $5.29K as of Q2 2026.
  • Activest Wealth Management sold 46 McKesson shares in Q2 2026, an estimated $36.5K.
  • McKesson made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #697 holding.
  • Activest Wealth Management first reported a position in McKesson in Q3 2022 and has held it in 10 quarters since.
  • Activest Wealth Management's McKesson position peaked at $683K in Q4 2022.
  • 760 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.