Carolina Wealth Advisors’s McKesson MCK Stock Holding History

Carolina Wealth Advisors’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	$13.6K	Hold	18	–	–	0.01%	175
2026 Q1	$15.6K	Buy	18 +3	+20%	+$2.68K	0.01%	152
2025 Q4	$12.3K	Hold	15	–	–	0.01%	170
2025 Q3	$11.6K	Hold	15	–	–	0.01%	165
2025 Q2	$11K	Hold	15	–	–	0.01%	143
2025 Q1	$10.1K	Hold	15	–	–	0.01%	139
2024 Q4	$8.55K	Hold	15	–	–	﹤0.01%	153
2024 Q3	$7.42K	Buy	+15	New	+$8.35K	﹤0.01%	185
2021 Q2	–	Sell	-12	Closed	-$2K	–	304
2021 Q1	$2K	Buy	+12	New	+$2.19K	﹤0.01%	279

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

Carolina Wealth Advisors's MCK Position: Q2 2026 in Review

Carolina Wealth Advisors held its McKesson (MCK) position steady in Q2 2026 at 18 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #175.

Carolina Wealth Advisors first reported a position in MCK in Q1 2021 and has held it in 9 quarters since. The position peaked at $15.6K in Q1 2026. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Carolina Wealth Advisors held 18 shares of McKesson worth $13.6K as of Q2 2026.
Carolina Wealth Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Carolina Wealth Advisors first reported a position in McKesson in Q1 2021 and has held it in 9 quarters since.
Carolina Wealth Advisors's McKesson position peaked at $15.6K in Q1 2026.
512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.