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Chesley Taft & Associates’s McKesson MCK Stock Holding History

Chesley Taft & Associates’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 		$3.85M Sell
5,097
-67
-1% -$53.1K 0.15% 117
2026
Q1 		$4.47M Buy
5,164
+4,351
+535% +$3.88M 0.19% 96
2025
Q4 		$667K Buy
813
+6
+0.7% +$4.9K 0.03% 258
2025
Q3 		$623K Buy
807
+2
+0.2% +$1.41K 0.03% 249
2025
Q2 		$590K Hold
805
– – 0.03% 250
2025
Q1 		$542K Buy
805
+158
+24% +$97.7K 0.03% 246
2024
Q4 		$369K Hold
647
– – 0.02% 273
2024
Q3 		$320K Hold
647
– – 0.02% 282
2024
Q2 		$378K Hold
647
– – 0.02% 263
2024
Q1 		$347K Hold
647
– – 0.02% 276
2023
Q4 		$300K Hold
647
– – 0.02% 279
2023
Q3 		$281K Hold
647
– – 0.02% 267
2023
Q2 		$276K Hold
647
– – 0.02% 271
2023
Q1 		$230K Hold
647
– – 0.02% 279
2022
Q4 		$243K Sell
647
-645
-50% -$241K 0.02% 273
2022
Q3 		$439K Buy
1,292
+110
+9% +$38.2K 0.03% 221
2022
Q2 		$386K Buy
1,182
+227
+24% +$72.6K 0.03% 245
2022
Q1 		$308K Buy
+955
New +$260K 0.02% 262
2016
Q1 		– Sell
-46,684
Closed -$9.21M – 251
2015
Q4 		$9.21M Sell
46,684
-5,685
-11% -$1.07M 0.97% 38
2015
Q3 		$9.69M Hold
52,369
– – 1.06% 33
2015
Q2 		$11.8M Sell
52,369
-200
-0.4% -$46.2K 1.2% 25
2015
Q1 		$11.9M Hold
52,569
– – 1.22% 25
2014
Q4 		$10.9M Sell
52,569
-100
-0.2% -$20.3K 1.1% 36
2014
Q3 		$10.3M Sell
52,669
-30
-0.1% -$5.78K 1.07% 34
2014
Q2 		$9.81M Sell
52,699
-300
-0.6% -$53.4K 1.01% 36
2014
Q1 		$9.36M Sell
52,999
-682
-1% -$119K 1% 34
2013
Q4 		$8.66M Sell
53,681
-276
-0.5% -$42.4K 0.86% 41
2013
Q3 		$6.92M Buy
53,957
+2,307
+4% +$283K 0.75% 47
2013
Q2 		$5.91M Buy
+51,650
New +$5.75M 0.69% 45

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Chesley Taft & Associates's MCK Position: Q2 2026 in Review

Chesley Taft & Associates reduced its McKesson (MCK) stake by 1.3% in Q2 2026, selling an estimated $53.1K and leaving 5,097 shares worth $3.85M. The position accounts for 0.15% of the portfolio, ranked #117.

Chesley Taft & Associates first reported a position in MCK in Q2 2013 and has held it in 29 quarters since. The position peaked at $11.9M in Q1 2015. 353 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Chesley Taft & Associates held 5,097 shares of McKesson worth $3.85M as of Q2 2026.
  • Chesley Taft & Associates sold 67 McKesson shares in Q2 2026, an estimated $53.1K.
  • McKesson made up 0.15% of Chesley Taft & Associates's portfolio in Q2 2026, its #117 holding.
  • Chesley Taft & Associates first reported a position in McKesson in Q2 2013 and has held it in 29 quarters since.
  • Chesley Taft & Associates's McKesson position peaked at $11.9M in Q1 2015.
  • 353 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.