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Beese Fulmer Investment Management’s McKesson MCK Stock Holding History

Beese Fulmer Investment 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 		$3.81M Sell
5,032
-276
-5% -$219K 0.22% 77
2026
Q1 		$4.6M Sell
5,308
-45
-0.8% -$40.2K 0.29% 71
2025
Q4 		$4.4M Buy
5,353
+69
+1% +$56.3K 0.29% 69
2025
Q3 		$4.08M Sell
5,284
-5
-0.1% -$3.52K 0.28% 73
2025
Q2 		$3.88M Sell
5,289
-101
-2% -$71.3K 0.29% 73
2025
Q1 		$3.63M Sell
5,390
-235
-4% -$145K 0.31% 65
2024
Q4 		$3.21M Sell
5,625
-11
-0.2% -$6.16K 0.27% 70
2024
Q3 		$2.79M Sell
5,636
-204
-3% -$114K 0.24% 74
2024
Q2 		$3.41M Sell
5,840
-82
-1% -$45.6K 0.31% 67
2024
Q1 		$3.18M Sell
5,922
-205
-3% -$104K 0.3% 70
2023
Q4 		$2.84M Sell
6,127
-20
-0.3% -$9.1K 0.29% 69
2023
Q3 		$2.67M Sell
6,147
-100
-2% -$42.1K 0.3% 69
2023
Q2 		$2.67M Sell
6,247
-63
-1% -$24.2K 0.29% 74
2023
Q1 		$2.25M Sell
6,310
-195
-3% -$70.4K 0.26% 79
2022
Q4 		$2.44M Sell
6,505
-128
-2% -$47.7K 0.29% 79
2022
Q3 		$2.25M Sell
6,633
-15
-0.2% -$5.21K 0.3% 75
2022
Q2 		$2.17M Sell
6,648
-225
-3% -$72K 0.28% 81
2022
Q1 		$2.1M Sell
6,873
-235
-3% -$63.9K 0.23% 93
2021
Q4 		$1.77M Sell
7,108
-112
-2% -$24.6K 0.18% 99
2021
Q3 		$1.44M Sell
7,220
-175
-2% -$35K 0.16% 107
2021
Q2 		$1.41M Hold
7,395
– – 0.16% 107
2021
Q1 		$1.44M Sell
7,395
-300
-4% -$54.8K 0.17% 104
2020
Q4 		$1.34M Hold
7,695
– – 0.17% 103
2020
Q3 		$1.15M Buy
+7,695
New +$1.17M 0.16% 101

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beese Fulmer Investment Management's MCK Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its McKesson (MCK) stake by 5.2% in Q2 2026, selling an estimated $219K and leaving 5,032 shares worth $3.81M. The position accounts for 0.22% of the portfolio, ranked #77.

Beese Fulmer Investment Management first reported a position in MCK in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.6M in Q1 2026. 846 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Beese Fulmer Investment Management held 5,032 shares of McKesson worth $3.81M as of Q2 2026.
  • Beese Fulmer Investment Management sold 276 McKesson shares in Q2 2026, an estimated $219K.
  • McKesson made up 0.22% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #77 holding.
  • Beese Fulmer Investment Management first reported a position in McKesson in Q3 2020 and has held it in 24 quarters since.
  • Beese Fulmer Investment Management's McKesson position peaked at $4.6M in Q1 2026.
  • 846 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.