Cove Private Wealth’s McKesson MCK Stock Holding History

Cove Private Wealth’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	$4.18M	Buy	5,529 +381	+7%	+$302K	0.81%	26
2026 Q1	$4.45M	Buy	5,148 +108	+2%	+$96.4K	1.01%	17
2025 Q4	$4.13M	Hold	5,040	–	–	1.23%	15
2025 Q3	$3.89M	Sell	5,040 -150	-3%	-$106K	1.23%	16
2025 Q2	$3.8M	Buy	5,190 +515	+11%	+$363K	1.34%	12
2025 Q1	$3.15M	Buy	4,675 +600	+15%	+$371K	1.65%	12
2024 Q4	$2.32M	Hold	4,075	–	–	1.4%	17
2024 Q3	$2.01M	Hold	4,075	–	–	1.56%	16
2024 Q2	$2.38M	Hold	4,075	–	–	1.9%	11
2024 Q1	$2.19M	Hold	4,075	–	–	1.87%	14
2023 Q4	$1.89M	Buy	+4,075	New	+$1.85M	1.79%	16

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Cove Private Wealth's MCK Position: Q2 2026 in Review

Cove Private Wealth increased its McKesson (MCK) stake by 7.4% in Q2 2026, buying an estimated $302K and bringing the position to 5,529 shares worth $4.18M. The position accounts for 0.81% of the portfolio, ranked #26.

Cove Private Wealth first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q1 2026. 808 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cove Private Wealth held 5,529 shares of McKesson worth $4.18M as of Q2 2026.
Cove Private Wealth bought 381 McKesson shares in Q2 2026, an estimated $302K.
McKesson made up 0.81% of Cove Private Wealth's portfolio in Q2 2026, its #26 holding.
Cove Private Wealth first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's McKesson position peaked at $4.45M in Q1 2026.
808 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.