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Diversified Trust’s McKesson MCK Stock Holding History

Diversified Trust’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 		$1.99M Sell
2,640
-3,187
-55% -$2.53M 0.03% 272
2026
Q1 		$5.04M Sell
5,827
-108
-2% -$96.4K 0.09% 123
2025
Q4 		$4.87M Buy
5,935
+332
+6% +$271K 0.09% 126
2025
Q3 		$4.33M Buy
5,603
+63
+1% +$44.4K 0.09% 130
2025
Q2 		$4.06M Sell
5,540
-540
-9% -$381K 0.09% 121
2025
Q1 		$4.09M Sell
6,080
-935
-13% -$578K 0.1% 119
2024
Q4 		$4M Sell
7,015
-1,448
-17% -$811K 0.1% 116
2024
Q3 		$4.18M Buy
8,463
+164
+2% +$91.3K 0.11% 117
2024
Q2 		$4.85M Buy
8,299
+729
+10% +$406K 0.14% 89
2024
Q1 		$4.06M Buy
7,570
+931
+14% +$473K 0.12% 97
2023
Q4 		$3.07M Buy
6,639
+1,485
+29% +$675K 0.1% 106
2023
Q3 		$2.24M Buy
5,154
+11
+0.2% +$4.64K 0.08% 134
2023
Q2 		$2.2M Buy
5,143
+105
+2% +$40.4K 0.08% 143
2023
Q1 		$1.79M Sell
5,038
-117
-2% -$42.3K 0.07% 160
2022
Q4 		$1.93M Sell
5,155
-337
-6% -$126K 0.08% 136
2022
Q3 		$1.87M Sell
5,492
-270
-5% -$93.7K 0.08% 117
2022
Q2 		$1.88M Sell
5,762
-450
-7% -$144K 0.08% 130
2022
Q1 		$1.9M Hold
6,212
– – 0.07% 146
2021
Q4 		$1.54M Buy
6,212
+4,231
+214% +$929K 0.05% 186
2021
Q3 		$395K Hold
1,981
– – 0.01% 480
2021
Q2 		$379K Buy
1,981
+117
+6% +$22.6K 0.01% 480
2021
Q1 		$364K Buy
1,864
+44
+2% +$8.03K 0.01% 479
2020
Q4 		$317K Hold
1,820
– – 0.01% 489
2020
Q3 		$271K Hold
1,820
– – 0.01% 479
2020
Q2 		$279K Buy
1,820
+3
+0.2% +$433 0.01% 417
2020
Q1 		$246K Hold
1,817
– – 0.01% 332
2019
Q4 		$251K Sell
1,817
-898
-33% -$127K 0.01% 377
2019
Q3 		$371K Sell
2,715
-15
-0.5% -$2.13K 0.02% 234
2019
Q2 		$367K Sell
2,730
-287
-10% -$35.8K 0.02% 247
2019
Q1 		$353K Buy
3,017
+4
+0.1% +$494 0.02% 236
2018
Q4 		$333K Sell
3,013
-12
-0.4% -$1.5K 0.02% 229
2018
Q3 		$401K Hold
3,025
– – 0.02% 198
2018
Q2 		$404K Buy
3,025
+605
+25% +$88.5K 0.03% 186
2018
Q1 		$341K Buy
2,420
+7
+0.3% +$1.09K 0.02% 204
2017
Q4 		$376K Buy
2,413
+35
+1% +$5.18K 0.02% 198
2017
Q3 		$365K Hold
2,378
– – 0.03% 186
2017
Q2 		$391K Sell
2,378
-8
-0.3% -$1.21K 0.03% 187
2017
Q1 		$354K Buy
2,386
+5
+0.2% +$732 0.03% 181
2016
Q4 		$334K Buy
2,381
+595
+33% +$87.5K 0.03% 177
2016
Q3 		$298K Sell
1,786
-12,411
-87% -$2.31M 0.03% 207
2016
Q2 		$2.65M Buy
14,197
+12,320
+656% +$2.16M 0.31% 64
2016
Q1 		$295K Sell
1,877
-5
-0.3% -$808 0.03% 309
2015
Q4 		$371K Buy
1,882
+110
+6% +$20.8K 0.04% 291
2015
Q3 		$328K Hold
1,772
– – 0.04% 323
2015
Q2 		$398K Hold
1,772
– – 0.04% 334
2015
Q1 		$401K Hold
1,772
– – 0.03% 359
2014
Q4 		$368K Buy
+1,772
New +$360K 0.03% 378
2014
Q2 		$330K Buy
+1,772
New +$315K 0.03% 450
2013
Q4 		$318K Buy
1,972
+200
+11% +$30.7K 0.03% 394
2013
Q3 		$227K Hold
1,772
– – 0.02% 434
2013
Q2 		$203K Buy
+1,772
New +$197K 0.02% 446

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Diversified Trust's MCK Position: Q2 2026 in Review

Diversified Trust reduced its McKesson (MCK) stake by 55% in Q2 2026, selling an estimated $2.53M and leaving 2,640 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #272.

Diversified Trust first reported a position in MCK in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.04M in Q1 2026. 465 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Diversified Trust held 2,640 shares of McKesson worth $1.99M as of Q2 2026.
  • Diversified Trust sold 3,187 McKesson shares in Q2 2026, an estimated $2.53M.
  • McKesson made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #272 holding.
  • Diversified Trust first reported a position in McKesson in Q2 2013 and has held it in 51 quarters since.
  • Diversified Trust's McKesson position peaked at $5.04M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.