ERn Financial LLC’s McKesson MCK Stock Holding History

ERn Financial LLC’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	$209K	Buy	276 +5	+2%	+$3.96K	0.03%	157
2026 Q1	$235K	Hold	271	–	–	0.04%	136
2025 Q4	$222K	Sell	271 -6	-2%	-$4.9K	0.04%	139
2025 Q3	$214K	Buy	+277	New	+$195K	0.04%	136
2025 Q2	–	Sell	-400	Closed	-$269K	–	168
2025 Q1	$269K	Hold	400	–	–	0.04%	162
2024 Q4	$228K	Buy	+400	New	+$224K	0.03%	180
2024 Q3	–	Sell	-397	Closed	-$232K	–	190
2024 Q2	$232K	Hold	397	–	–	0.04%	170
2024 Q1	$213K	Buy	+397	New	+$202K	0.04%	167

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

ERn Financial LLC's MCK Position: Q2 2026 in Review

ERn Financial LLC increased its McKesson (MCK) stake by 1.8% in Q2 2026, buying an estimated $3.96K and bringing the position to 276 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #157.

ERn Financial LLC first reported a position in MCK in Q1 2024 and has held it in 8 quarters since. The position peaked at $269K in Q1 2025. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

ERn Financial LLC held 276 shares of McKesson worth $209K as of Q2 2026.
ERn Financial LLC bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
McKesson made up 0.03% of ERn Financial LLC's portfolio in Q2 2026, its #157 holding.
ERn Financial LLC first reported a position in McKesson in Q1 2024 and has held it in 8 quarters since.
ERn Financial LLC's McKesson position peaked at $269K in Q1 2025.
849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.