Burns Matteson Capital Management’s McKesson MCK Stock Holding History

Burns Matteson Capital 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	$523K	Sell	692 -8	-1%	-$6.34K	0.16%	108
2026 Q1	$606K	Sell	700 -1	-0.1%	-$893	0.22%	77
2025 Q4	$575K	Buy	+701	New	+$572K	0.2%	87
2024 Q4	–	Sell	-620	Closed	-$307K	–	179
2024 Q3	$307K	Sell	620 -623	-50%	-$347K	0.17%	114
2024 Q2	$726K	Buy	1,243 +667	+116%	+$371K	0.46%	46
2024 Q1	$309K	Buy	576 +5	+0.9%	+$2.54K	0.2%	123
2023 Q4	$262K	Sell	571 -1,357	-70%	-$617K	0.18%	118
2023 Q3	$838K	Buy	1,928 +1,371	+246%	+$578K	0.53%	34
2023 Q2	$238K	Sell	557 -1,506	-73%	-$579K	0.15%	131
2023 Q1	$735K	Buy	+2,063	New	+$745K	0.47%	42

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

Burns Matteson Capital Management's MCK Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its McKesson (MCK) stake by 1.1% in Q2 2026, selling an estimated $6.34K and leaving 692 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #108.

Burns Matteson Capital Management first reported a position in MCK in Q1 2023 and has held it in 10 quarters since. The position peaked at $838K in Q3 2023. 852 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Burns Matteson Capital Management held 692 shares of McKesson worth $523K as of Q2 2026.
Burns Matteson Capital Management sold 8 McKesson shares in Q2 2026, an estimated $6.34K.
McKesson made up 0.16% of Burns Matteson Capital Management's portfolio in Q2 2026, its #108 holding.
Burns Matteson Capital Management first reported a position in McKesson in Q1 2023 and has held it in 10 quarters since.
Burns Matteson Capital Management's McKesson position peaked at $838K in Q3 2023.
852 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.