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Davidson Capital Management’s McKesson MCK Stock Holding History

Davidson Capital 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 		$5.06M Buy
6,692
+181
+3% +$144K 0.81% 36
2026
Q1 		$5.63M Buy
6,511
+6,496
+43,307% +$5.8M 1.02% 22
2025
Q4 		$12.3K Buy
+15
New +$12.2K ﹤0.01% 73

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davidson Capital Management's MCK Position: Q2 2026 in Review

Davidson Capital Management increased its McKesson (MCK) stake by 2.8% in Q2 2026, buying an estimated $144K and bringing the position to 6,692 shares worth $5.06M. The position accounts for 0.81% of the portfolio, ranked #36.

Davidson Capital Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.63M in Q1 2026. 801 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Davidson Capital Management held 6,692 shares of McKesson worth $5.06M as of Q2 2026.
  • Davidson Capital Management bought 181 McKesson shares in Q2 2026, an estimated $144K.
  • McKesson made up 0.81% of Davidson Capital Management's portfolio in Q2 2026, its #36 holding.
  • Davidson Capital Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Davidson Capital Management's McKesson position peaked at $5.63M in Q1 2026.
  • 801 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.