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Everpar Advisors’s McKesson MCK Stock Holding History

Everpar Advisors’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 		$516K Buy
683
+51
+8% +$40.4K 0.15% 143
2026
Q1 		$547K Buy
632
+77
+14% +$68.7K 0.19% 122
2025
Q4 		$455K Buy
555
+132
+31% +$108K 0.17% 136
2025
Q3 		$327K Sell
423
-64
-13% -$45.1K 0.13% 186
2025
Q2 		$357K Buy
487
+63
+15% +$44.5K 0.16% 167
2025
Q1 		$285K Buy
424
+48
+13% +$29.7K 0.15% 189
2024
Q4 		$214K Sell
376
-33
-8% -$18.5K 0.11% 250
2024
Q3 		$202K Sell
409
-7
-2% -$3.9K 0.1% 252
2024
Q2 		$243K Buy
+416
New +$232K 0.12% 226

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Ninety One (UK)
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
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's MCK Position: Q2 2026 in Review

Everpar Advisors increased its McKesson (MCK) stake by 8.1% in Q2 2026, buying an estimated $40.4K and bringing the position to 683 shares worth $516K. The position accounts for 0.15% of the portfolio, ranked #143.

Everpar Advisors first reported a position in MCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $547K in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Everpar Advisors held 683 shares of McKesson worth $516K as of Q2 2026.
  • Everpar Advisors bought 51 McKesson shares in Q2 2026, an estimated $40.4K.
  • McKesson made up 0.15% of Everpar Advisors's portfolio in Q2 2026, its #143 holding.
  • Everpar Advisors first reported a position in McKesson in Q2 2024 and has held it in 9 quarters since.
  • Everpar Advisors's McKesson position peaked at $547K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.