Certified Advisory Corp’s McKesson MCK Stock Holding History

Certified Advisory Corp’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	$233K	Sell	309 -103	-25%	-$81.7K	0.02%	295
2026 Q1	$356K	Sell	412 -71	-15%	-$63.4K	0.03%	252
2025 Q4	$396K	Hold	483	–	–	0.04%	231
2025 Q3	$373K	Sell	483 -227	-32%	-$160K	0.04%	239
2025 Q2	$520K	Hold	710	–	–	0.05%	198
2025 Q1	$478K	Sell	710 -5	-0.7%	-$3.09K	0.05%	193
2024 Q4	$408K	Sell	715 -4	-0.6%	-$2.24K	0.04%	218
2024 Q3	$355K	Sell	719 -18	-2%	-$10K	0.04%	231
2024 Q2	$430K	Buy	737 +4	+0.5%	+$2.23K	0.05%	196
2024 Q1	$393K	Buy	733 +1	+0.1%	+$508	0.05%	193
2023 Q4	$339K	Buy	732 +1	+0.1%	+$455	0.05%	203
2023 Q3	$318K	Buy	731 +245	+50%	+$103K	0.06%	182
2023 Q2	$208K	Buy	+486	New	+$187K	0.04%	218
2021 Q2	–	Sell	-504	Closed	-$98K	–	514
2021 Q1	$98K	Buy	+504	New	+$92K	0.03%	259
2020 Q2	$82K	Buy	532 +2	+0.4%	+$289	0.03%	245
2020 Q1	$72K	Buy	530 +1	+0.2%	+$146	0.03%	237
2019 Q4	$73K	Sell	529 -345	-39%	-$48.8K	0.02%	268
2019 Q3	$119K	Sell	874 -218	-20%	-$30.9K	0.04%	220
2019 Q2	$147K	Buy	1,092 +1	+0.1%	+$125	0.05%	194
2019 Q1	$128K	Buy	1,091 +2	+0.2%	+$247	0.05%	194
2018 Q4	$120K	Buy	1,089 +122	+13%	+$15.2K	0.06%	186
2018 Q3	$128K	Buy	967 +1	+0.1%	+$130	0.06%	184
2018 Q2	$129K	Buy	966 +2	+0.2%	+$293	0.07%	171
2018 Q1	$135K	Buy	964 +448	+87%	+$69.8K	0.08%	168
2017 Q4	$80K	Buy	+516	New	+$76.4K	0.06%	178

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Certified Advisory Corp's MCK Position: Q2 2026 in Review

Certified Advisory Corp reduced its McKesson (MCK) stake by 25% in Q2 2026, selling an estimated $81.7K and leaving 309 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #295.

Certified Advisory Corp first reported a position in MCK in Q4 2017 and has held it in 25 quarters since. The position peaked at $520K in Q2 2025. 587 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Certified Advisory Corp held 309 shares of McKesson worth $233K as of Q2 2026.
Certified Advisory Corp sold 103 McKesson shares in Q2 2026, an estimated $81.7K.
McKesson made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #295 holding.
Certified Advisory Corp first reported a position in McKesson in Q4 2017 and has held it in 25 quarters since.
Certified Advisory Corp's McKesson position peaked at $520K in Q2 2025.
587 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.