First Western Trust Bank’s McKesson MCK Stock Holding History

First Western Trust Bank’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	$568K	Buy	752 +9	+1%	+$7.14K	0.03%	126
2026 Q1	$643K	Sell	743 -3	-0.4%	-$2.68K	0.03%	106
2025 Q4	$612K	Buy	746 +5	+0.7%	+$4.08K	0.03%	111
2025 Q3	$572K	Sell	741 -11	-1%	-$7.75K	0.03%	111
2025 Q2	$551K	Sell	752 -189	-20%	-$133K	0.02%	112
2025 Q1	$633K	Buy	941 +10	+1%	+$6.18K	0.03%	107
2024 Q4	$531K	Buy	931 +18	+2%	+$10.1K	0.02%	116
2024 Q3	$451K	Hold	913	–	–	0.02%	136
2024 Q2	$533K	Hold	913	–	–	0.03%	113
2024 Q1	$490K	Buy	913 +18	+2%	+$9.14K	0.02%	123
2023 Q4	$414K	Buy	+895	New	+$407K	0.02%	138

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

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

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

First Western Trust Bank increased its McKesson (MCK) stake by 1.2% in Q2 2026, buying an estimated $7.14K and bringing the position to 752 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #126.

First Western Trust Bank first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $643K in Q1 2026. 804 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

First Western Trust Bank held 752 shares of McKesson worth $568K as of Q2 2026.
First Western Trust Bank bought 9 McKesson shares in Q2 2026, an estimated $7.14K.
McKesson made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #126 holding.
First Western Trust Bank first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
First Western Trust Bank's McKesson position peaked at $643K in Q1 2026.
804 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.