Eagle Rock Investment Company’s McKesson MCK Stock Holding History

Eagle Rock Investment Company’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	$4.38M	Buy	5,798 +1,020	+21%	+$809K	0.54%	45
2026 Q1	$4.13M	Sell	4,778 -11	-0.2%	-$9.82K	0.6%	45
2025 Q4	$3.93M	Hold	4,789	–	–	0.55%	44
2025 Q3	$3.7M	Sell	4,789 -5	-0.1%	-$3.52K	0.54%	50
2025 Q2	$3.51M	Sell	4,794 -4	-0.1%	-$2.82K	0.56%	51
2025 Q1	$3.23M	Buy	4,798 +17	+0.4%	+$10.5K	0.55%	50
2024 Q4	$2.72M	Sell	4,781 -20	-0.4%	-$11.2K	0.45%	62
2024 Q3	$2.37M	Buy	4,801 +1,086	+29%	+$605K	0.4%	64
2024 Q2	$2.17M	Sell	3,715 -2	-0.1%	-$1.11K	0.39%	64
2024 Q1	$2M	Buy	+3,717	New	+$1.89M	0.37%	71

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eagle Rock Investment Company's MCK Position: Q2 2026 in Review

Eagle Rock Investment Company increased its McKesson (MCK) stake by 21% in Q2 2026, buying an estimated $809K and bringing the position to 5,798 shares worth $4.38M. The position accounts for 0.54% of the portfolio, ranked #45.

Eagle Rock Investment Company first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Eagle Rock Investment Company held 5,798 shares of McKesson worth $4.38M as of Q2 2026.
Eagle Rock Investment Company bought 1,020 McKesson shares in Q2 2026, an estimated $809K.
McKesson made up 0.54% of Eagle Rock Investment Company's portfolio in Q2 2026, its #45 holding.
Eagle Rock Investment Company first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.