Cypress Wealth Services’s McKesson MCK Stock Holding History

Cypress Wealth Services’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	$288K	Sell	381 -81	-18%	-$64.2K	0.04%	353
2026 Q1	$400K	Sell	462 -6	-1%	-$5.36K	0.06%	257
2025 Q4	$384K	Buy	468 +51	+12%	+$41.6K	0.05%	246
2025 Q3	$322K	Hold	417	–	–	0.05%	242
2025 Q2	$305K	Buy	417 +15	+4%	+$10.6K	0.05%	228
2025 Q1	$270K	Buy	402 +6	+2%	+$3.71K	0.05%	230
2024 Q4	$226K	Buy	+396	New	+$222K	0.05%	246
2024 Q3	–	Sell	-364	Closed	-$213K	–	291
2024 Q2	$213K	Buy	+364	New	+$203K	0.05%	237

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

Cypress Wealth Services's MCK Position: Q2 2026 in Review

Cypress Wealth Services reduced its McKesson (MCK) stake by 18% in Q2 2026, selling an estimated $64.2K and leaving 381 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #353.

Cypress Wealth Services first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. The position peaked at $400K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cypress Wealth Services held 381 shares of McKesson worth $288K as of Q2 2026.
Cypress Wealth Services sold 81 McKesson shares in Q2 2026, an estimated $64.2K.
McKesson made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #353 holding.
Cypress Wealth Services first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
Cypress Wealth Services's McKesson position peaked at $400K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.