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BAM Wealth Management’s McKesson MCK Stock Holding History

BAM 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 		$669K Sell
886
-36
-4% -$28.5K 0.42% 68
2026
Q1 		$798K Sell
922
-134
-13% -$120K 0.6% 43
2025
Q4 		$866K Sell
1,056
-82
-7% -$66.9K 0.63% 42
2025
Q3 		$879K Buy
+1,138
New +$801K 0.68% 37

Other funds holding MCK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

BAM Wealth Management's MCK Position: Q2 2026 in Review

BAM Wealth Management reduced its McKesson (MCK) stake by 3.9% in Q2 2026, selling an estimated $28.5K and leaving 886 shares worth $669K. The position accounts for 0.42% of the portfolio, ranked #68.

BAM Wealth Management first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $879K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • BAM Wealth Management held 886 shares of McKesson worth $669K as of Q2 2026.
  • BAM Wealth Management sold 36 McKesson shares in Q2 2026, an estimated $28.5K.
  • McKesson made up 0.42% of BAM Wealth Management's portfolio in Q2 2026, its #68 holding.
  • BAM Wealth Management first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's McKesson position peaked at $879K in Q3 2025.
  • 1,102 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.