Counterpoint Mutual Funds’s McKesson MCK Stock Holding History

Counterpoint Mutual Funds’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	$7.14M	Buy	+9,447	New	+$7.49M	0.71%	39
2026 Q1	–	Sell	-361	Closed	-$296K	–	413
2025 Q4	$296K	Sell	361 -3,144	-90%	-$2.57M	0.02%	259
2025 Q3	$2.71M	Buy	3,505 +898	+34%	+$632K	0.21%	32
2025 Q2	$1.91M	Buy	2,607 +601	+30%	+$424K	0.17%	47
2025 Q1	$1.35M	Sell	2,006 -393	-16%	-$243K	0.19%	40
2024 Q4	$1.37M	Buy	+2,399	New	+$1.34M	0.17%	41
2024 Q3	–	Sell	-1,151	Closed	-$672K	–	336
2024 Q2	$672K	Buy	1,151 +417	+57%	+$232K	0.16%	53
2024 Q1	$394K	Buy	+734	New	+$373K	0.1%	52
2023 Q1	–	Sell	-327	Closed	-$123K	–	422
2022 Q4	$123K	Buy	+327	New	+$122K	0.13%	199

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

Counterpoint Mutual Funds's MCK Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in McKesson (MCK) in Q2 2026: 9,447 shares worth $7.14M. The stake represents 0.71% of the portfolio and ranks #39 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in MCK as recently as Q4 2025.

Counterpoint Mutual Funds first reported a position in MCK in Q4 2022 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Counterpoint Mutual Funds held 9,447 shares of McKesson worth $7.14M as of Q2 2026.
McKesson was a new Counterpoint Mutual Funds position in Q2 2026.
McKesson made up 0.71% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #39 holding.
Counterpoint Mutual Funds first reported a position in McKesson in Q4 2022 and has held it in 9 quarters since.
620 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.