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Allied Investment Advisors’s McKesson MCK Stock Holding History

Allied Investment Advisors’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 		$362K Hold
479
– – 0.05% 83
2026
Q1 		$415K Hold
479
– – 0.06% 71
2025
Q4 		$393K Hold
479
– – 0.06% 73
2025
Q3 		$370K Buy
+479
New +$337K 0.06% 72

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allied Investment Advisors's MCK Position: Q2 2026 in Review

Allied Investment Advisors held its McKesson (MCK) position steady in Q2 2026 at 479 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #83.

Allied Investment Advisors first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $415K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Allied Investment Advisors held 479 shares of McKesson worth $362K as of Q2 2026.
  • Allied Investment Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.05% of Allied Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Allied Investment Advisors first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Allied Investment Advisors's McKesson position peaked at $415K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.