First United Bank & Trust’s McKesson MCK Stock Holding History

First United Bank & Trust’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	$840K	Sell	1,112 -15	-1%	-$11.9K	0.24%	86
2026 Q1	$975K	Buy	1,127 +52	+5%	+$46.4K	0.32%	68
2025 Q4	$882K	Buy	1,075 +285	+36%	+$233K	0.28%	76
2025 Q3	$610K	Buy	790 +625	+379%	+$440K	0.2%	96
2025 Q2	$121K	Sell	165 -60	-27%	-$42.3K	0.04%	169
2025 Q1	$151K	Hold	225	–	–	0.06%	157
2024 Q4	$128K	Hold	225	–	–	0.05%	162
2024 Q3	$111K	Hold	225	–	–	0.04%	174
2024 Q2	$131K	Hold	225	–	–	0.05%	167
2024 Q1	$121K	Hold	225	–	–	0.04%	177
2023 Q4	$104K	Buy	+225	New	+$102K	0.04%	184

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

First United Bank & Trust's MCK Position: Q2 2026 in Review

First United Bank & Trust reduced its McKesson (MCK) stake by 1.3% in Q2 2026, selling an estimated $11.9K and leaving 1,112 shares worth $840K. The position accounts for 0.24% of the portfolio, ranked #86.

First United Bank & Trust first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $975K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

First United Bank & Trust held 1,112 shares of McKesson worth $840K as of Q2 2026.
First United Bank & Trust sold 15 McKesson shares in Q2 2026, an estimated $11.9K.
McKesson made up 0.24% of First United Bank & Trust's portfolio in Q2 2026, its #86 holding.
First United Bank & Trust first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's McKesson position peaked at $975K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.