Baron Wealth Management’s McKesson MCK Stock Holding History

Baron 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	$397K	Sell	525 -21	-4%	-$16.6K	0.1%	149
2026 Q1	$473K	Buy	546 +19	+4%	+$17K	0.14%	112
2025 Q4	$432K	Sell	527 -60	-10%	-$49K	0.13%	119
2025 Q3	$453K	Buy	587 +7	+1%	+$4.93K	0.15%	101
2025 Q2	$425K	Buy	580 +64	+12%	+$45.2K	0.15%	97
2025 Q1	$347K	Buy	516 +17	+3%	+$10.5K	0.15%	105
2024 Q4	$284K	Sell	499 -20	-4%	-$11.2K	0.13%	131
2024 Q3	$257K	Sell	519 -48	-8%	-$26.7K	0.12%	147
2024 Q2	$331K	Sell	567 -36	-6%	-$20K	0.17%	95
2024 Q1	$324K	Sell	603 -38	-6%	-$19.3K	0.17%	107
2023 Q4	$297K	Sell	641 -20	-3%	-$9.1K	0.16%	108
2023 Q3	$287K	Buy	+661	New	+$279K	0.18%	95

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Baron Wealth Management reduced its McKesson (MCK) stake by 3.8% in Q2 2026, selling an estimated $16.6K and leaving 525 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #149.

Baron Wealth Management first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $473K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Baron Wealth Management held 525 shares of McKesson worth $397K as of Q2 2026.
Baron Wealth Management sold 21 McKesson shares in Q2 2026, an estimated $16.6K.
McKesson made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #149 holding.
Baron Wealth Management first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
Baron Wealth Management's McKesson position peaked at $473K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.