Genesis Private Wealth’s McKesson MCK Stock Holding History

Genesis Private Wealth’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	$248K	Sell	328 -32	-9%	-$25.4K	0.07%	162
2026 Q1	$312K	Buy	360 +45	+14%	+$40.2K	0.1%	120
2025 Q4	$258K	Sell	315 -72	-19%	-$58.8K	0.08%	143
2025 Q3	$299K	Sell	387 -22	-5%	-$15.5K	0.13%	97
2025 Q2	$300K	Sell	409 -63	-13%	-$44.5K	0.14%	89
2025 Q1	$318K	Sell	472 -28	-6%	-$17.3K	0.17%	75
2024 Q4	$285K	Buy	+500	New	+$280K	0.16%	81

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

Genesis Private Wealth's MCK Position: Q2 2026 in Review

Genesis Private Wealth reduced its McKesson (MCK) stake by 8.9% in Q2 2026, selling an estimated $25.4K and leaving 328 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #162.

Genesis Private Wealth first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q1 2025. 406 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Genesis Private Wealth held 328 shares of McKesson worth $248K as of Q2 2026.
Genesis Private Wealth sold 32 McKesson shares in Q2 2026, an estimated $25.4K.
McKesson made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #162 holding.
Genesis Private Wealth first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's McKesson position peaked at $318K in Q1 2025.
406 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.