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Cape Investment Advisory’s McKesson MCK Stock Holding History

Cape Investment Advisory’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 		$58.2K Buy
+77
New +$61K 0.02% 455
2026
Q1 		– Sell
-123
Closed -$101K – 787
2025
Q4 		$101K Buy
123
+13
+12% +$10.6K 0.03% 300
2025
Q3 		$85K Sell
110
-10
-8% -$7.04K 0.08% 176
2025
Q2 		$87.9K Sell
120
-2
-2% -$1.41K 0.03% 284
2025
Q1 		$82.1K Buy
122
+20
+20% +$12.4K 0.03% 273
2024
Q4 		$58.1K Buy
102
+8
+9% +$4.48K 0.02% 311
2024
Q3 		$46.5K Buy
94
+36
+62% +$20K 0.02% 329
2024
Q2 		$33.9K Buy
58
+16
+38% +$8.91K 0.02% 353
2024
Q1 		$22.5K Sell
42
-3
-7% -$1.52K 0.01% 426
2023
Q4 		$20.8K Buy
45
+4
+10% +$1.82K 0.01% 525
2023
Q3 		$17.8K Sell
41
-41
-50% -$17.3K 0.01% 459
2023
Q2 		$35K Buy
82
+10
+14% +$3.84K 0.02% 347
2023
Q1 		$25.6K Buy
+72
New +$26K 0.02% 384

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

Cape Investment Advisory's MCK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in McKesson (MCK) in Q2 2026: 77 shares worth $58.2K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MCK as recently as Q4 2025.

Cape Investment Advisory first reported a position in MCK in Q1 2023 and has held it in 13 quarters since. The position peaked at $101K in Q4 2025. 522 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cape Investment Advisory held 77 shares of McKesson worth $58.2K as of Q2 2026.
  • McKesson was a new Cape Investment Advisory position in Q2 2026.
  • McKesson made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #455 holding.
  • Cape Investment Advisory first reported a position in McKesson in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's McKesson position peaked at $101K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.