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Apella Capital’s McKesson MCK Stock Holding History

Apella Capital’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 		$494K Buy
612
+20
+3% +$15.9K 0.01% 475
2026
Q1 		$513K Buy
592
+247
+72% +$220K 0.01% 465
2025
Q4 		$283K Buy
345
+6
+2% +$4.9K 0.01% 453
2025
Q3 		$263K Buy
339
+23
+7% +$16.2K 0.01% 415
2025
Q2 		$232K Buy
316
+11
+4% +$7.76K 0.01% 391
2025
Q1 		$205K Buy
+305
New +$189K 0.01% 371

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's MCK Position: Q2 2026 in Review

Apella Capital increased its McKesson (MCK) stake by 3.4% in Q2 2026, buying an estimated $15.9K and bringing the position to 612 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #475.

Apella Capital first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Apella Capital held 612 shares of McKesson worth $494K as of Q2 2026.
  • Apella Capital bought 20 McKesson shares in Q2 2026, an estimated $15.9K.
  • McKesson made up 0.01% of Apella Capital's portfolio in Q2 2026, its #475 holding.
  • Apella Capital first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's McKesson position peaked at $513K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.