Forza Wealth Management’s McKesson MCK Stock Holding History

Forza Wealth Management’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	$883K	Hold	1,169	–	–	0.27%	83
2026 Q1	$1.01M	Sell	1,169 -50	-4%	-$44.6K	0.35%	68
2025 Q4	$1,000K	Sell	1,219 -80	-6%	-$65.3K	0.36%	67
2025 Q3	$1M	Sell	1,299 -20	-2%	-$14.1K	0.38%	61
2025 Q2	$967K	Hold	1,319	–	–	0.4%	63
2025 Q1	$888K	Sell	1,319 -15	-1%	-$9.27K	0.4%	65
2024 Q4	$760K	Hold	1,334	–	–	0.35%	73
2024 Q3	$660K	Hold	1,334	–	–	0.3%	84
2024 Q2	$779K	Hold	1,334	–	–	0.4%	69
2024 Q1	$716K	Sell	1,334 -50	-4%	-$25.4K	0.37%	73
2023 Q4	$641K	Sell	1,384 -88	-6%	-$40K	0.35%	80
2023 Q3	$640K	Hold	1,472	–	–	0.33%	95
2023 Q2	$629K	Buy	1,472 +7	+0.5%	+$2.69K	0.32%	95
2023 Q1	$522K	Hold	1,465	–	–	0.27%	109
2022 Q4	$550K	Buy	+1,465	New	+$546K	0.36%	75

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

Forza Wealth Management's MCK Position: Q2 2026 in Review

Forza Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 1,169 shares worth $883K. The position accounts for 0.27% of the portfolio, ranked #83.

Forza Wealth Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2026. 406 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Forza Wealth Management held 1,169 shares of McKesson worth $883K as of Q2 2026.
Forza Wealth Management left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.27% of Forza Wealth Management's portfolio in Q2 2026, its #83 holding.
Forza Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's McKesson position peaked at $1.01M in Q1 2026.
406 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.