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Aspiriant LLC’s McKesson MCK Stock Holding History

Aspiriant LLC’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 		$351K Buy
465
+90
+24% +$71.4K 0.01% 297
2026
Q1 		$325K Sell
375
-113
-23% -$101K 0.01% 267
2025
Q4 		$400K Buy
488
+98
+25% +$80K 0.01% 241
2025
Q3 		$301K Sell
390
-145
-27% -$102K 0.01% 252
2025
Q2 		$392K Buy
535
+130
+32% +$91.7K 0.01% 227
2025
Q1 		$273K Sell
405
-7
-2% -$4.33K 0.01% 248
2024
Q4 		$235K Buy
+412
New +$231K 0.01% 262
2024
Q3 		– Sell
-543
Closed -$317K – 300
2024
Q2 		$317K Sell
543
-63
-10% -$35.1K 0.01% 221
2024
Q1 		$325K Sell
606
-10
-2% -$5.08K 0.01% 235
2023
Q4 		$285K Buy
+616
New +$280K 0.01% 251
2017
Q1 		– Sell
-2,317
Closed -$325K – 221
2016
Q4 		$325K Buy
+2,317
New +$341K 0.03% 158

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Aspiriant LLC's MCK Position: Q2 2026 in Review

Aspiriant LLC increased its McKesson (MCK) stake by 24% in Q2 2026, buying an estimated $71.4K and bringing the position to 465 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #297.

Aspiriant LLC first reported a position in MCK in Q4 2016 and has held it in 11 quarters since. The position peaked at $400K in Q4 2025. 353 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Aspiriant LLC held 465 shares of McKesson worth $351K as of Q2 2026.
  • Aspiriant LLC bought 90 McKesson shares in Q2 2026, an estimated $71.4K.
  • McKesson made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #297 holding.
  • Aspiriant LLC first reported a position in McKesson in Q4 2016 and has held it in 11 quarters since.
  • Aspiriant LLC's McKesson position peaked at $400K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.