Atlantic Edge Private Wealth Management’s McKesson MCK Stock Holding History

Atlantic Edge Private Wealth Management’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	$3.23M	Sell	4,281 -876	-17%	-$695K	0.66%	35
2026 Q1	$4.46M	Sell	5,157 -46	-0.9%	-$41.1K	1.1%	26
2025 Q4	$4.27M	Sell	5,203 -25	-0.5%	-$20.4K	1.06%	25
2025 Q3	$4.04M	Sell	5,228 -80	-2%	-$56.3K	1.04%	26
2025 Q2	$3.89M	Sell	5,308 -64	-1%	-$45.2K	1.07%	25
2025 Q1	$3.62M	Sell	5,372 -105	-2%	-$64.9K	1.1%	22
2024 Q4	$3.12M	Sell	5,477 -60	-1%	-$33.6K	0.97%	25
2024 Q3	$2.74M	Buy	5,537 +75	+1%	+$41.8K	0.83%	28
2024 Q2	$3.19M	Sell	5,462 -89	-2%	-$49.5K	1.07%	21
2024 Q1	$2.98M	Buy	5,551 +180	+3%	+$91.4K	1.02%	22
2023 Q4	$2.49M	Buy	+5,371	New	+$2.44M	1.01%	24

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's MCK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its McKesson (MCK) stake by 17% in Q2 2026, selling an estimated $695K and leaving 4,281 shares worth $3.23M. The position accounts for 0.66% of the portfolio, ranked #35.

Atlantic Edge Private Wealth Management first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.46M in Q1 2026. 714 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Atlantic Edge Private Wealth Management held 4,281 shares of McKesson worth $3.23M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 876 McKesson shares in Q2 2026, an estimated $695K.
McKesson made up 0.66% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #35 holding.
Atlantic Edge Private Wealth Management first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's McKesson position peaked at $4.46M in Q1 2026.
714 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.