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CX Institutional’s McKesson MCK Stock Holding History

CX Institutional’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 		$11.7M Buy
15,463
+1,672
+12% +$1.33M 0.34% 64
2026
Q1 		$11.9M Sell
13,791
-487
-3% -$435K 0.36% 53
2025
Q4 		$11.7M Buy
14,278
+683
+5% +$557K 0.35% 59
2025
Q3 		$10.5M Buy
13,595
+9,275
+215% +$6.53M 0.32% 64
2025
Q2 		$3.17M Sell
4,320
-2,115
-33% -$1.49M 0.11% 165
2025
Q1 		$4.33M Sell
6,435
-6,479
-50% -$4.01M 0.16% 131
2024
Q4 		$7.36M Buy
12,914
+2,686
+26% +$1.5M 0.29% 81
2024
Q3 		$5.06M Buy
10,228
+6,519
+176% +$3.63M 0.22% 123
2024
Q2 		$2.17M Sell
3,709
-102
-3% -$56.8K 0.1% 196
2024
Q1 		$2.05M Buy
3,811
+299
+9% +$152K 0.1% 191
2023
Q4 		$1.63M Sell
3,512
-97
-3% -$44.1K 0.09% 201
2023
Q3 		$1.57M Sell
3,609
-12,345
-77% -$5.2M 0.09% 205
2023
Q2 		$6.82M Buy
15,954
+4,405
+38% +$1.69M 0.35% 77
2023
Q1 		$4.17M Buy
11,549
+10,611
+1,131% +$3.83M 0.22% 144
2022
Q4 		$352K Buy
938
+37
+4% +$13.8K 0.02% 410
2022
Q3 		$306K Buy
901
+117
+15% +$40.6K 0.02% 389
2022
Q2 		$256K Sell
784
-240
-23% -$76.8K 0.02% 400
2022
Q1 		$313K Sell
1,024
-12,220
-92% -$3.32M 0.03% 309
2021
Q4 		$3.29M Buy
13,244
+2,580
+24% +$566K 0.26% 121
2021
Q3 		$2.13M Buy
10,664
+208
+2% +$41.6K 0.17% 140
2021
Q2 		$2M Buy
10,456
+461
+5% +$89K 0.16% 152
2021
Q1 		$1.95M Sell
9,995
-4,904
-33% -$895K 0.17% 151
2020
Q4 		$2.59M Sell
14,899
-2,449
-14% -$408K 0.25% 119
2020
Q3 		$2.58M Buy
17,348
+17,235
+15,252% +$2.62M 0.28% 105
2020
Q2 		$17K Buy
113
+64
+131% +$9.24K ﹤0.01% 475
2020
Q1 		$7K Sell
49
-6
-11% -$879 ﹤0.01% 508
2019
Q4 		$8K Buy
55
+9
+20% +$1.27K ﹤0.01% 467
2019
Q3 		$6K Sell
46
-2
-4% -$284 ﹤0.01% 549
2019
Q2 		$6K Buy
48
+24
+100% +$2.99K ﹤0.01% 582
2019
Q1 		$3K Buy
24
+16
+200% +$1.98K ﹤0.01% 639
2018
Q4 		$1K Buy
+8
New +$998 ﹤0.01% 499

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CX Institutional's MCK Position: Q2 2026 in Review

CX Institutional increased its McKesson (MCK) stake by 12% in Q2 2026, buying an estimated $1.33M and bringing the position to 15,463 shares worth $11.7M. The position accounts for 0.34% of the portfolio, ranked #64.

CX Institutional first reported a position in MCK in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.9M in Q1 2026. 397 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • CX Institutional held 15,463 shares of McKesson worth $11.7M as of Q2 2026.
  • CX Institutional bought 1,672 McKesson shares in Q2 2026, an estimated $1.33M.
  • McKesson made up 0.34% of CX Institutional's portfolio in Q2 2026, its #64 holding.
  • CX Institutional first reported a position in McKesson in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's McKesson position peaked at $11.9M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.