Cornerstone Advisory’s McKesson MCK Stock Holding History

Cornerstone 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	$259K	Hold	343	–	–	0.02%	235
2026 Q1	$297K	Buy	343 +7	+2%	+$6.25K	0.03%	214
2025 Q4	$276K	Buy	336 +4	+1%	+$3.26K	0.03%	212
2025 Q3	$257K	Sell	332 -5	-1%	-$3.52K	0.03%	211
2025 Q2	$247K	Buy	337 +10	+3%	+$7.06K	0.03%	210
2025 Q1	$233K	Buy	+327	New	+$202K	0.03%	206
2022 Q1	–	Sell	-102	Closed	-$25K	–	535
2021 Q4	$25K	Buy	+102	New	+$22.4K	﹤0.01%	507

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

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

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

Cornerstone Advisory's MCK Position: Q2 2026 in Review

Cornerstone Advisory held its McKesson (MCK) position steady in Q2 2026 at 343 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #235.

Cornerstone Advisory first reported a position in MCK in Q4 2021 and has held it in 7 quarters since. The position peaked at $297K in Q1 2026. 760 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cornerstone Advisory held 343 shares of McKesson worth $259K as of Q2 2026.
Cornerstone Advisory left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #235 holding.
Cornerstone Advisory first reported a position in McKesson in Q4 2021 and has held it in 7 quarters since.
Cornerstone Advisory's McKesson position peaked at $297K in Q1 2026.
760 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.