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Asset Allocation & Management Company’s McKesson MCK Stock Holding History

Asset Allocation & Management Company’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 		– Sell
-294
Closed -$254K – 84
2026
Q1 		$254K Hold
294
– – 0.09% 85
2025
Q4 		$241K Hold
294
– – 0.1% 86
2025
Q3 		$227K Buy
+294
New +$207K 0.1% 83

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

Asset Allocation & Management Company's MCK Position: Q2 2026 in Review

Asset Allocation & Management Company sold out of McKesson (MCK) in Q2 2026, closing a stake of 294 shares — an estimated $254K sold.

Asset Allocation & Management Company first reported a position in MCK in Q3 2025 and held it in 3 quarters. The position peaked at $254K in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Asset Allocation & Management Company reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Asset Allocation & Management Company sold 294 McKesson shares in Q2 2026, an estimated $254K.
  • Asset Allocation & Management Company first reported a position in McKesson in Q3 2025 and held it in 3 quarters.
  • Asset Allocation & Management Company's McKesson position peaked at $254K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.