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Avant Financial Advisors’s McKesson MCK Stock Holding History

Avant Financial Advisors’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 		$461K Sell
610
-180
-23% -$143K 0.29% 45
2026
Q1 		$684K Sell
790
-100
-11% -$89.3K 0.48% 37
2025
Q4 		$730K Sell
890
-124
-12% -$101K 0.52% 36
2025
Q3 		$783K Hold
1,014
– – 0.59% 34
2025
Q2 		$743K Hold
1,014
– – 0.61% 34
2025
Q1 		$682K Hold
1,014
– – 0.62% 34
2024
Q4 		$578K Buy
+1,014
New +$568K 0.53% 39

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
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

Avant Financial Advisors's MCK Position: Q2 2026 in Review

Avant Financial Advisors reduced its McKesson (MCK) stake by 23% in Q2 2026, selling an estimated $143K and leaving 610 shares worth $461K. The position accounts for 0.29% of the portfolio, ranked #45.

Avant Financial Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q3 2025. 561 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Avant Financial Advisors held 610 shares of McKesson worth $461K as of Q2 2026.
  • Avant Financial Advisors sold 180 McKesson shares in Q2 2026, an estimated $143K.
  • McKesson made up 0.29% of Avant Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Avant Financial Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Avant Financial Advisors's McKesson position peaked at $783K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.