Cornerstone Wealth Management’s McKesson MCK Stock Holding History

Cornerstone 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	–	Sell	-238	Closed	-$206K	–	770
2026 Q1	$206K	Buy	+238	New	+$212K	0.01%	676
2018 Q4	–	Sell	-25,480	Closed	-$172K	–	823
2018 Q3	$172K	Sell	25,480 -5,287	-17%	-$689K	﹤0.01%	1229
2018 Q2	$228K	Buy	+30,767	New	+$4.5M	﹤0.01%	1279
2018 Q1	–	Sell	-1,961	Closed	-$311K	–	412
2017 Q4	$311K	Buy	+1,961	New	+$291K	0.06%	300

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

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

Cornerstone Wealth Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 238 shares — an estimated $206K sold.

Cornerstone Wealth Management first reported a position in MCK in Q4 2017 and held it in 4 quarters. The position peaked at $311K in Q4 2017. 492 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cornerstone Wealth Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Cornerstone Wealth Management sold 238 McKesson shares in Q2 2026, an estimated $206K.
Cornerstone Wealth Management first reported a position in McKesson in Q4 2017 and held it in 4 quarters.
Cornerstone Wealth Management's McKesson position peaked at $311K in Q4 2017.
492 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.