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ARQ Wealth Advisors’s McKesson MCK Stock Holding History

ARQ Wealth 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 		$3.64M Sell
4,475
-8
-0.2% -$6.34K 0.45% 71
2026
Q1 		$3.88M Hold
4,483
– – 0.7% 54
2025
Q4 		$3.68M Sell
4,483
-1,265
-22% -$1.03M 0.99% 36
2025
Q3 		$4.45M Buy
+5,748
New +$4.05M 1.32% 30

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

ARQ Wealth Advisors's MCK Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its McKesson (MCK) stake by 0.18% in Q2 2026, selling an estimated $6.34K and leaving 4,475 shares worth $3.64M. The position accounts for 0.45% of the portfolio, ranked #71.

ARQ Wealth Advisors first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.45M in Q3 2025. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • ARQ Wealth Advisors held 4,475 shares of McKesson worth $3.64M as of Q2 2026.
  • ARQ Wealth Advisors sold 8 McKesson shares in Q2 2026, an estimated $6.34K.
  • McKesson made up 0.45% of ARQ Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • ARQ Wealth Advisors first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • ARQ Wealth Advisors's McKesson position peaked at $4.45M in Q3 2025.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.