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Empirical Wealth Management’s McKesson MCK Stock Holding History

Empirical Wealth 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 		$7.67M Buy
10,157
+215
+2% +$170K 0.11% 123
2026
Q1 		$8.6M Sell
9,942
-342
-3% -$305K 0.15% 110
2025
Q4 		$8.44M Buy
10,284
+275
+3% +$224K 0.15% 106
2025
Q3 		$7.73M Buy
10,009
+1,585
+19% +$1.12M 0.15% 108
2025
Q2 		$6.17M Sell
8,424
-2,166
-20% -$1.53M 0.14% 116
2025
Q1 		$7.13M Sell
10,590
-21,211
-67% -$13.1M 0.18% 102
2024
Q4 		$18.1M Buy
31,801
+3,731
+13% +$2.09M 0.49% 40
2024
Q3 		$13.9M Buy
28,070
+2,983
+12% +$1.66M 0.39% 55
2024
Q2 		$14.7M Buy
25,087
+2,396
+11% +$1.33M 0.43% 43
2024
Q1 		$12.2M Buy
22,691
+16,472
+265% +$8.36M 0.37% 54
2023
Q4 		$2.88M Buy
6,219
+608
+11% +$276K 0.1% 135
2023
Q3 		$2.44M Buy
5,611
+351
+7% +$148K 0.1% 139
2023
Q2 		$2.25M Sell
5,260
-88
-2% -$33.8K 0.09% 146
2023
Q1 		$1.9M Buy
5,348
+243
+5% +$87.8K 0.08% 147
2022
Q4 		$1.91M Buy
5,105
+329
+7% +$123K 0.09% 143
2022
Q3 		$1.62M Buy
4,776
+345
+8% +$120K 0.09% 148
2022
Q2 		$1.45M Sell
4,431
-829
-16% -$265K 0.08% 167
2022
Q1 		$1.61M Buy
5,260
+2,230
+74% +$606K 0.08% 157
2021
Q4 		$753K Buy
3,030
+1,486
+96% +$326K 0.04% 267
2021
Q3 		$308K Hold
1,544
– – 0.02% 375
2021
Q2 		$295K Buy
1,544
+140
+10% +$27K 0.02% 371
2021
Q1 		$274K Sell
1,404
-20
-1% -$3.65K 0.02% 336
2020
Q4 		$248K Buy
+1,424
New +$237K 0.02% 322

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Empirical Wealth Management's MCK Position: Q2 2026 in Review

Empirical Wealth Management increased its McKesson (MCK) stake by 2.2% in Q2 2026, buying an estimated $170K and bringing the position to 10,157 shares worth $7.67M. The position accounts for 0.11% of the portfolio, ranked #123.

Empirical Wealth Management first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.1M in Q4 2024. 721 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Empirical Wealth Management held 10,157 shares of McKesson worth $7.67M as of Q2 2026.
  • Empirical Wealth Management bought 215 McKesson shares in Q2 2026, an estimated $170K.
  • McKesson made up 0.11% of Empirical Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Empirical Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Empirical Wealth Management's McKesson position peaked at $18.1M in Q4 2024.
  • 721 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.