Barnes Dennig Private Wealth Management’s McKesson MCK Stock Holding History

Barnes Dennig Private 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	$226K	Sell	299 -7	-2%	-$5.55K	0.18%	79
2026 Q1	$265K	Buy	306 +4	+1%	+$3.57K	0.26%	62
2025 Q4	$248K	Buy	302 +31	+11%	+$25.3K	0.25%	58
2025 Q3	$209K	Buy	271 +15	+6%	+$10.6K	0.22%	62
2025 Q2	$188K	Buy	256 +236	+1,180%	+$167K	0.22%	59
2025 Q1	$13.5K	Buy	+20	New	+$12.4K	0.02%	119

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MCK Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its McKesson (MCK) stake by 2.3% in Q2 2026, selling an estimated $5.55K and leaving 299 shares worth $226K. The position accounts for 0.18% of the portfolio, ranked #79.

Barnes Dennig Private Wealth Management first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q1 2026. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Barnes Dennig Private Wealth Management held 299 shares of McKesson worth $226K as of Q2 2026.
Barnes Dennig Private Wealth Management sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
McKesson made up 0.18% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #79 holding.
Barnes Dennig Private Wealth Management first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's McKesson position peaked at $265K in Q1 2026.
691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.