Envestnet Portfolio Solutions’s McKesson MCK Stock Holding History

Envestnet Portfolio Solutions’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	$4.65M	Buy	6,154 +321	+6%	+$255K	0.02%	336
2026 Q1	$5.05M	Sell	5,833 -2,814	-33%	-$2.51M	0.03%	290
2025 Q4	$7.09M	Buy	8,647 +461	+6%	+$376K	0.02%	306
2025 Q3	$6.32M	Sell	8,186 -63	-0.8%	-$44.4K	0.02%	303
2025 Q2	$6.04M	Sell	8,249 -1,354	-14%	-$956K	0.02%	317
2025 Q1	$6.46M	Sell	9,603 -4,197	-30%	-$2.59M	0.02%	305
2024 Q4	$7.86M	Sell	13,800 -1,017	-7%	-$570K	0.03%	294
2024 Q3	$7.33M	Sell	14,817 -264	-2%	-$147K	0.02%	311
2024 Q2	$8.81M	Sell	15,081 -1,989	-12%	-$1.11M	0.03%	254
2024 Q1	$9.16M	Buy	17,070 +915	+6%	+$465K	0.03%	243
2023 Q4	$7.48M	Buy	16,155 +217	+1%	+$98.7K	0.03%	247
2023 Q3	$6.93M	Buy	+15,938	New	+$6.72M	0.03%	238

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

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Envestnet Portfolio Solutions's MCK Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its McKesson (MCK) stake by 5.5% in Q2 2026, buying an estimated $255K and bringing the position to 6,154 shares worth $4.65M. The position accounts for 0.02% of the portfolio, ranked #336.

Envestnet Portfolio Solutions first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.16M in Q1 2024. 445 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Envestnet Portfolio Solutions held 6,154 shares of McKesson worth $4.65M as of Q2 2026.
Envestnet Portfolio Solutions bought 321 McKesson shares in Q2 2026, an estimated $255K.
McKesson made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #336 holding.
Envestnet Portfolio Solutions first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's McKesson position peaked at $9.16M in Q1 2024.
445 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.