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B. Riley Wealth Advisors’s McKesson MCK Stock Holding History

B. Riley Wealth 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 		$722K Buy
965
+24
+3% +$19K 0.04% 382
2026
Q1 		$809K Sell
941
-1,650
-64% -$1.47M 0.05% 329
2025
Q4 		$2.13M Buy
2,591
+266
+11% +$217K 0.1% 195
2025
Q3 		$1.8M Sell
2,325
-48
-2% -$33.8K 0.08% 225
2025
Q2 		$1.74M Buy
+2,373
New +$1.67M 0.08% 236
2024
Q4 		$1.73M Sell
3,039
-287
-9% -$161K 0.06% 307
2024
Q3 		$1.63M Sell
3,326
-1,243
-27% -$692K 0.05% 370
2024
Q2 		$2.67M Sell
4,569
-178
-4% -$99.1K 0.07% 274
2024
Q1 		$2.07M Buy
4,747
+449
+10% +$228K 0.06% 344
2023
Q4 		$1.99M Sell
4,298
-449
-9% -$204K 0.05% 360
2023
Q3 		$2.07M Buy
4,747
+557
+13% +$235K 0.06% 344
2023
Q2 		$1.79M Buy
4,190
+5
+0.1% +$1.92K 0.04% 396
2023
Q1 		$1.49M Buy
4,185
+7
+0.2% +$2.53K 0.04% 435
2022
Q4 		$1.57M Buy
4,178
+148
+4% +$55.2K 0.04% 406
2022
Q3 		$1.37M Buy
4,030
+261
+7% +$90.6K 0.04% 406
2022
Q2 		$1.23M Sell
3,769
-243
-6% -$77.7K 0.05% 348
2022
Q1 		$1.23M Buy
4,012
+2,141
+114% +$582K 0.04% 419
2021
Q4 		$465K Buy
1,871
+133
+8% +$29.2K 0.01% 852
2021
Q3 		$347K Sell
1,738
-11
-0.6% -$2.2K 0.01% 965
2021
Q2 		$335K Sell
1,749
-114
-6% -$22K 0.01% 962
2021
Q1 		$365K Buy
1,863
+234
+14% +$42.7K 0.01% 894
2020
Q4 		$284K Sell
1,629
-1,689
-51% -$281K 0.02% 787
2020
Q3 		$502K Buy
3,318
+1,287
+63% +$195K 0.03% 529
2020
Q2 		$313K Sell
2,031
-15
-0.7% -$2.17K 0.02% 622
2020
Q1 		$278K Sell
2,046
-222
-10% -$32.5K 0.02% 568
2019
Q4 		$315K Sell
2,268
-11,925
-84% -$1.69M 0.03% 576
2019
Q3 		$1.94M Buy
14,193
+11,954
+534% +$1.7M 0.19% 117
2019
Q2 		$302K Buy
2,239
+85
+4% +$10.6K 0.03% 560
2019
Q1 		$254K Buy
2,154
+327
+18% +$40.4K 0.03% 565
2018
Q4 		$204K Sell
1,827
-790
-30% -$98.5K 0.03% 576
2018
Q3 		$348K Sell
2,617
-71
-3% -$9.26K 0.04% 449
2018
Q2 		$360K Sell
2,688
-14
-0.5% -$2.05K 0.05% 405
2018
Q1 		$382K Sell
2,702
-128
-5% -$19.9K 0.05% 383
2017
Q4 		$443K Sell
2,830
-6,648
-70% -$985K 0.06% 347
2017
Q3 		$1.46M Sell
9,478
-28
-0.3% -$4.37K 0.24% 110
2017
Q2 		$1.56M Buy
9,506
+865
+10% +$131K 0.28% 103
2017
Q1 		$1.28M Buy
8,641
+212
+3% +$31.1K 0.26% 102
2016
Q4 		$1.19M Buy
8,429
+6,476
+332% +$953K 0.24% 108
2016
Q3 		$327K Buy
1,953
+190
+11% +$35.4K 0.06% 382
2016
Q2 		$330K Buy
1,763
+146
+9% +$25.6K 0.07% 370
2016
Q1 		$254K Buy
1,617
+256
+19% +$41.4K 0.06% 395
2015
Q4 		$269K Sell
1,361
-73
-5% -$13.8K 0.05% 401
2015
Q3 		$266K Buy
1,434
+28
+2% +$5.93K 0.06% 393
2015
Q2 		$318K Sell
1,406
-50
-3% -$11.6K 0.08% 312
2015
Q1 		$329K Buy
1,456
+306
+27% +$67.9K 0.08% 325
2014
Q4 		$239 Sell
1,150
-69
-6% -$14K 0.01% 1297
2014
Q3 		$237K Buy
1,219
+560
+85% +$108K 0.06% 447
2014
Q2 		$123K Buy
+659
New +$117K 0.03% 639

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

B. Riley Wealth Advisors's MCK Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its McKesson (MCK) stake by 2.6% in Q2 2026, buying an estimated $19K and bringing the position to 965 shares worth $722K. The position accounts for 0.04% of the portfolio, ranked #382.

B. Riley Wealth Advisors first reported a position in MCK in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.67M in Q2 2024. 587 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • B. Riley Wealth Advisors held 965 shares of McKesson worth $722K as of Q2 2026.
  • B. Riley Wealth Advisors bought 24 McKesson shares in Q2 2026, an estimated $19K.
  • McKesson made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #382 holding.
  • B. Riley Wealth Advisors first reported a position in McKesson in Q2 2014 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's McKesson position peaked at $2.67M in Q2 2024.
  • 587 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.