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ARS Wealth Advisors Group’s McKesson MCK Stock Holding History

ARS Wealth Advisors Group’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 		$223K Sell
295
-2
-0.7% -$1.59K 0.02% 211
2026
Q1 		$257K Sell
297
-10
-3% -$8.93K 0.02% 182
2025
Q4 		$252K Hold
307
– – 0.02% 168
2025
Q3 		$237K Sell
307
-8
-3% -$5.63K 0.02% 172
2025
Q2 		$231K Buy
+315
New +$222K 0.03% 166

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
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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

ARS Wealth Advisors Group's MCK Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its McKesson (MCK) stake by 0.67% in Q2 2026, selling an estimated $1.59K and leaving 295 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #211.

ARS Wealth Advisors Group first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q1 2026. 736 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • ARS Wealth Advisors Group held 295 shares of McKesson worth $223K as of Q2 2026.
  • ARS Wealth Advisors Group sold 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #211 holding.
  • ARS Wealth Advisors Group first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • ARS Wealth Advisors Group's McKesson position peaked at $257K in Q1 2026.
  • 736 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.