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American Institute for Advanced Investment Management’s McKesson MCK Stock Holding History

American Institute for Advanced Investment 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 		$1.21M Hold
1,600
– – 0.7% 40
2026
Q1 		$1.38M Buy
+1,600
New +$1.43M 0.9% 31

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

American Institute for Advanced Investment Management's MCK Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its McKesson (MCK) position steady in Q2 2026 at 1,600 shares worth $1.21M. The position accounts for 0.7% of the portfolio, ranked #40.

American Institute for Advanced Investment Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.38M in Q1 2026. 1,393 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • American Institute for Advanced Investment Management held 1,600 shares of McKesson worth $1.21M as of Q2 2026.
  • American Institute for Advanced Investment Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.7% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #40 holding.
  • American Institute for Advanced Investment Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • American Institute for Advanced Investment Management's McKesson position peaked at $1.38M in Q1 2026.
  • 1,393 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.