AssetMark Inc
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AssetMark Inc’s McKesson MCK Stock Holding History

AssetMark Inc’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 		$30.4M Buy
40,291
+5,449
+16% +$4.32M 0.05% 277
2026
Q1 		$30.2M Sell
34,842
-1,316
-4% -$1.17M 0.06% 245
2025
Q4 		$29.7M Buy
36,158
+9,167
+34% +$7.48M 0.06% 253
2025
Q3 		$20.9M Buy
26,991
+6,609
+32% +$4.65M 0.04% 295
2025
Q2 		$14.9M Buy
20,382
+6,553
+47% +$4.62M 0.04% 330
2025
Q1 		$9.31M Buy
13,829
+2,379
+21% +$1.47M 0.03% 375
2024
Q4 		$6.53M Buy
11,450
+4,566
+66% +$2.56M 0.02% 446
2024
Q3 		$3.4M Buy
6,884
+670
+11% +$373K 0.01% 525
2024
Q2 		$3.63M Buy
6,214
+357
+6% +$199K 0.01% 489
2024
Q1 		$3.14M Sell
5,857
-3,920
-40% -$1.99M 0.01% 500
2023
Q4 		$4.53M Buy
9,777
+1,399
+17% +$636K 0.02% 394
2023
Q3 		$3.64M Buy
8,378
+901
+12% +$380K 0.01% 400
2023
Q2 		$3.19M Sell
7,477
-1,036
-12% -$398K 0.01% 400
2023
Q1 		$3.03M Buy
8,513
+6,420
+307% +$2.32M 0.01% 395
2022
Q4 		$785K Buy
2,093
+2
+0.1% +$746 ﹤0.01% 634
2022
Q3 		$711K Sell
2,091
-1
-0% -$347 ﹤0.01% 594
2022
Q2 		$682K Buy
2,092
+8
+0.4% +$2.56K ﹤0.01% 579
2022
Q1 		$638K Sell
2,084
-239
-10% -$65K ﹤0.01% 581
2021
Q4 		$577K Buy
2,323
+119
+5% +$26.1K ﹤0.01% 516
2021
Q3 		$439K Sell
2,204
-73
-3% -$14.6K ﹤0.01% 473
2021
Q2 		$435K Sell
2,277
-142
-6% -$27.4K ﹤0.01% 472
2021
Q1 		$472K Sell
2,419
-1,017
-30% -$186K ﹤0.01% 446
2020
Q4 		$598K Buy
3,436
+4
+0.1% +$666 ﹤0.01% 413
2020
Q3 		$511K Sell
3,432
-11,525
-77% -$1.75M ﹤0.01% 402
2020
Q2 		$2.29M Buy
14,957
+10,810
+261% +$1.56M 0.02% 283
2020
Q1 		$561K Buy
4,147
+32
+0.8% +$4.69K ﹤0.01% 371
2019
Q4 		$569K Buy
4,115
+149
+4% +$21.1K ﹤0.01% 393
2019
Q3 		$542K Sell
3,966
-40
-1% -$5.67K ﹤0.01% 362
2019
Q2 		$538K Buy
4,006
+52
+1% +$6.48K ﹤0.01% 346
2019
Q1 		$463K Sell
3,954
-603
-13% -$74.4K ﹤0.01% 355
2018
Q4 		$503K Sell
4,557
-311
-6% -$38.8K ﹤0.01% 335
2018
Q3 		$646K Buy
4,868
+111
+2% +$14.5K 0.01% 330
2018
Q2 		$635K Sell
4,757
-213
-4% -$31.2K 0.01% 328
2018
Q1 		$700K Sell
4,970
-861
-15% -$134K 0.01% 319
2017
Q4 		$909K Sell
5,831
-59
-1% -$8.74K 0.01% 303
2017
Q3 		$905K Buy
5,890
+111
+2% +$17.3K 0.01% 305
2017
Q2 		$951K Sell
5,779
-69
-1% -$10.5K 0.01% 292
2017
Q1 		$867K Buy
5,848
+367
+7% +$53.8K 0.01% 290
2016
Q4 		$769K Buy
5,481
+783
+17% +$115K 0.01% 289
2016
Q3 		$783K Buy
4,698
+581
+14% +$108K 0.01% 272
2016
Q2 		$769K Sell
4,117
-495
-11% -$86.8K 0.01% 283
2016
Q1 		$726K Sell
4,612
-192
-4% -$31K 0.01% 296
2015
Q4 		$947K Buy
4,804
+4,481
+1,387% +$846K 0.02% 284
2015
Q3 		$60K Buy
323
+257
+389% +$54.5K ﹤0.01% 383
2015
Q2 		$15K Buy
+66
New +$15.3K ﹤0.01% 486

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

AssetMark Inc's MCK Position: Q2 2026 in Review

AssetMark Inc increased its McKesson (MCK) stake by 16% in Q2 2026, buying an estimated $4.32M and bringing the position to 40,291 shares worth $30.4M. The position accounts for 0.05% of the portfolio, ranked #277.

AssetMark Inc first reported a position in MCK in Q2 2015 and has held it in 45 quarters since. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • AssetMark Inc held 40,291 shares of McKesson worth $30.4M as of Q2 2026.
  • AssetMark Inc bought 5,449 McKesson shares in Q2 2026, an estimated $4.32M.
  • McKesson made up 0.05% of AssetMark Inc's portfolio in Q2 2026, its #277 holding.
  • AssetMark Inc first reported a position in McKesson in Q2 2015 and has held it in 45 quarters since.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.