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Broadway Wealth Solutions’s McKesson MCK Stock Holding History

Broadway Wealth Solutions’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 		$328K Buy
434
+37
+9% +$29.3K 0.15% 60
2026
Q1 		$344K Sell
397
-27
-6% -$24.1K 0.18% 55
2025
Q4 		$348K Sell
424
-34
-7% -$27.7K 0.19% 55
2025
Q3 		$354K Buy
+458
New +$323K 0.2% 47

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Broadway Wealth Solutions's MCK Position: Q2 2026 in Review

Broadway Wealth Solutions increased its McKesson (MCK) stake by 9.3% in Q2 2026, buying an estimated $29.3K and bringing the position to 434 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #60.

Broadway Wealth Solutions first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $354K in Q3 2025. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Broadway Wealth Solutions held 434 shares of McKesson worth $328K as of Q2 2026.
  • Broadway Wealth Solutions bought 37 McKesson shares in Q2 2026, an estimated $29.3K.
  • McKesson made up 0.15% of Broadway Wealth Solutions's portfolio in Q2 2026, its #60 holding.
  • Broadway Wealth Solutions first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Broadway Wealth Solutions's McKesson position peaked at $354K in Q3 2025.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.