Bannerman Wealth Management Group’s McKesson MCK Stock Holding History

Bannerman Wealth Management Group’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	$285K	Sell	377 -118	-24%	-$93.6K	0.17%	31
2026 Q1	$428K	Sell	495 -63	-11%	-$56.2K	0.29%	26
2025 Q4	$458K	Sell	558 -11	-2%	-$8.98K	0.32%	25
2025 Q3	$440K	Sell	569 -182	-24%	-$128K	0.32%	25
2025 Q2	$550K	Sell	751 -89	-11%	-$62.8K	0.42%	23
2025 Q1	$565K	Buy	+840	New	+$519K	0.46%	22

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

Bannerman Wealth Management Group's MCK Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its McKesson (MCK) stake by 24% in Q2 2026, selling an estimated $93.6K and leaving 377 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #31.

Bannerman Wealth Management Group first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $565K in Q1 2025. 852 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Bannerman Wealth Management Group held 377 shares of McKesson worth $285K as of Q2 2026.
Bannerman Wealth Management Group sold 118 McKesson shares in Q2 2026, an estimated $93.6K.
McKesson made up 0.17% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #31 holding.
Bannerman Wealth Management Group first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
Bannerman Wealth Management Group's McKesson position peaked at $565K in Q1 2025.
852 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.