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Connecticut Wealth Management’s McKesson MCK Stock Holding History

Connecticut Wealth 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 		$2.63M Sell
3,487
-25
-0.7% -$19.8K 0.1% 92
2026
Q1 		$3.04M Buy
3,512
+7
+0.2% +$6.25K 0.13% 81
2025
Q4 		$2.88M Sell
3,505
-2,591
-43% -$2.11M 0.13% 79
2025
Q3 		$4.71M Sell
6,096
-82
-1% -$57.7K 0.21% 59
2025
Q2 		$4.53M Buy
6,178
+7
+0.1% +$4.94K 0.22% 60
2025
Q1 		$4.15M Buy
6,171
+38
+0.6% +$23.5K 0.22% 62
2024
Q4 		$3.5M Sell
6,133
-29
-0.5% -$16.2K 0.17% 53
2024
Q3 		$3.05M Buy
6,162
+27
+0.4% +$15K 0.15% 75
2024
Q2 		$3.58M Buy
6,135
+15
+0.2% +$8.35K 0.18% 68
2024
Q1 		$3.29M Buy
6,120
+31
+0.5% +$15.7K 0.17% 70
2023
Q4 		$2.82M Buy
6,089
+5,028
+474% +$2.29M 0.16% 73
2023
Q3 		$461K Buy
1,061
+265
+33% +$112K 0.03% 177
2023
Q2 		$340K Buy
+796
New +$306K 0.02% 190
2023
Q1 		– Sell
-539
Closed -$202K – 255
2022
Q4 		$202K Buy
+539
New +$201K 0.02% 199
2016
Q4 		– Sell
-1,325
Closed -$219K – 62
2016
Q3 		$219K Buy
+1,325
New +$247K 0.16% 54

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Connecticut Wealth Management's MCK Position: Q2 2026 in Review

Connecticut Wealth Management reduced its McKesson (MCK) stake by 0.71% in Q2 2026, selling an estimated $19.8K and leaving 3,487 shares worth $2.63M. The position accounts for 0.1% of the portfolio, ranked #92.

Connecticut Wealth Management first reported a position in MCK in Q3 2016 and has held it in 15 quarters since. The position peaked at $4.71M in Q3 2025. 845 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Connecticut Wealth Management held 3,487 shares of McKesson worth $2.63M as of Q2 2026.
  • Connecticut Wealth Management sold 25 McKesson shares in Q2 2026, an estimated $19.8K.
  • McKesson made up 0.1% of Connecticut Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Connecticut Wealth Management first reported a position in McKesson in Q3 2016 and has held it in 15 quarters since.
  • Connecticut Wealth Management's McKesson position peaked at $4.71M in Q3 2025.
  • 845 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.