Avantra Family Wealth’s McKesson MCK Stock Holding History

Avantra Family Wealth’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	$693K	Sell	917 -333	-27%	-$264K	0.44%	68
2026 Q1	$1.08M	Buy	1,250 +403	+48%	+$360K	0.81%	34
2025 Q4	$695K	Buy	847 +6	+0.7%	+$4.9K	0.5%	58
2025 Q3	$650K	Sell	841 -66	-7%	-$46.5K	0.49%	61
2025 Q2	$665K	Sell	907 -141	-13%	-$99.5K	0.55%	49
2025 Q1	$705K	Sell	1,048 -203	-16%	-$126K	0.68%	52
2024 Q4	$713K	Buy	+1,251	New	+$701K	0.67%	47

Other funds holding MCK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantra Family Wealth's MCK Position: Q2 2026 in Review

Avantra Family Wealth reduced its McKesson (MCK) stake by 27% in Q2 2026, selling an estimated $264K and leaving 917 shares worth $693K. The position accounts for 0.44% of the portfolio, ranked #68.

Avantra Family Wealth first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Avantra Family Wealth held 917 shares of McKesson worth $693K as of Q2 2026.
Avantra Family Wealth sold 333 McKesson shares in Q2 2026, an estimated $264K.
McKesson made up 0.44% of Avantra Family Wealth's portfolio in Q2 2026, its #68 holding.
Avantra Family Wealth first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's McKesson position peaked at $1.08M in Q1 2026.
849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.